数据表管理 - 涨停股票

编号	涨停原因	问财原因	板块逻辑	日线数据
116976	消息称台积电先进制程代工将全线涨价	“CPU+DCU”+AI算力+一季报高增行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen 3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商	2026-03-03\|241.00\|-6.93\|257.79\|258.00\|240.00\|319676;2026-03-04\|236.00\|-2.07\|236.98\|243.88\|233.77\|184683;2026-03-05\|242.99\|2.96\|245.96\|247.50\|237.85\|214060;2026-03-06\|241.90\|-0.45\|240.00\|242.97\|238.49\|145189;2026-03-09\|238.43\|-1.43\|232.73\|241.40\|226.10\|227852;2026-03-10\|247.53\|3.82\|246.99\|250.98\|244.80\|216856;2026-03-11\|244.20\|-1.35\|247.54\|255.36\|242.82\|192500;2026-03-12\|242.00\|-0.90\|241.70\|251.68\|240.50\|172988;2026-03-13\|235.74\|-2.59\|239.00\|240.80\|235.05\|136568;2026-03-16\|233.85\|-0.80\|235.18\|236.88\|224.99\|222474;2026-03-17\|227.09\|-2.89\|235.98\|236.10\|227.09\|135972;2026-03-18\|231.40\|1.90\|228.45\|232.50\|224.10\|149263;2026-03-19\|222.63\|-3.79\|227.00\|227.80\|221.00\|173639;2026-03-20\|216.42\|-2.79\|224.50\|225.50\|216.00\|202276;2026-03-23\|207.04\|-4.33\|212.99\|214.98\|206.08\|211275;2026-03-24\|213.27\|3.01\|210.69\|213.98\|202.98\|220991;2026-03-25\|217.40\|1.94\|214.45\|221.53\|212.55\|212937;2026-03-26\|218.70\|0.60\|223.33\|228.00\|218.00\|224300;2026-03-27\|220.95\|1.03\|214.60\|223.89\|210.30\|183993;2026-03-30\|215.73\|-2.36\|218.60\|218.88\|213.07\|146124;2026-03-31\|210.26\|-2.54\|214.56\|218.04\|210.01\|144813;2026-04-01\|220.31\|4.78\|217.10\|221.80\|215.00\|196837;2026-04-02\|213.00\|-3.32\|219.00\|219.24\|211.30\|130062;2026-04-03\|213.77\|0.36\|214.07\|218.17\|213.22\|117089;2026-04-07\|217.54\|1.76\|214.00\|223.85\|211.00\|198711;2026-04-08\|228.50\|5.04\|226.10\|231.90\|223.05\|309165;2026-04-09\|227.00\|-0.66\|225.00\|230.36\|223.66\|196361;2026-04-10\|231.82\|2.12\|230.49\|238.51\|230.49\|294607;2026-04-13\|245.25\|5.79\|240.00\|256.72\|240.00\|426639;2026-04-14\|248.78\|1.44\|251.01\|252.86\|245.03\|277276;2026-04-15\|252.00\|1.29\|251.89\|261.30\|248.19\|362923;2026-04-16\|253.00\|0.40\|252.50\|255.00\|248.00\|234218;2026-04-17\|260.00\|2.77\|258.00\|268.50\|257.10\|327515;2026-04-20\|261.78\|0.68\|262.00\|271.55\|260.59\|278574;2026-04-21\|252.55\|-3.53\|260.00\|260.03\|250.30\|213875;2026-04-22\|259.20\|2.63\|251.02\|260.23\|251.00\|239767;2026-04-23\|263.40\|1.62\|268.20\|274.26\|259.30\|361031;2026-04-24\|285.00\|8.20\|275.63\|293.30\|271.06\|541251;2026-04-27\|296.27\|3.95\|300.00\|305.00\|293.30\|463427;2026-04-28\|289.00\|-2.45\|290.00\|300.02\|286.00\|318008;2026-04-29\|278.77\|-3.54\|284.72\|287.80\|271.06\|356134;2026-04-30\|296.25\|6.27\|284.90\|302.68\|284.88\|489093;2026-05-06\|344.41\|16.26\|322.10\|355.50\|321.00\|616090;2026-05-07\|341.60\|-0.82\|342.69\|343.17\|333.88\|481372;2026-05-08\|323.28\|-5.36\|333.88\|338.56\|320.01\|499706;2026-05-11\|349.18\|8.01\|340.50\|350.00\|332.97\|545024;2026-05-12\|349.19\|0.00\|343.00\|358.80\|338.45\|433437;2026-05-13\|348.19\|-0.29\|335.00\|350.33\|328.28\|417584;2026-05-14\|325.20\|-6.60\|348.38\|353.68\|325.00\|422916;2026-05-15\|303.01\|-6.82\|320.00\|325.00\|300.18\|576723;2026-05-18\|303.63\|0.20\|303.00\|314.50\|300.00\|354746;2026-05-19\|312.02\|2.76\|303.48\|312.04\|291.58\|431284;2026-05-20\|316.74\|1.51\|307.00\|324.57\|306.72\|422755;2026-05-21\|307.00\|-3.08\|333.30\|339.90\|306.00\|515927;2026-05-22\|312.40\|1.76\|311.10\|315.34\|301.18\|370606;2026-05-25\|329.68\|5.53\|312.40\|330.88\|302.18\|516933;2026-05-26\|341.16\|3.48\|323.00\|345.00\|316.10\|531519;2026-05-27\|316.79\|-7.14\|343.00\|343.00\|316.66\|465666;2026-05-28\|314.36\|-0.77\|311.13\|318.98\|306.11\|364211;2026-05-29\|293.90\|-6.51\|319.80\|322.56\|290.89\|426873;2026-06-01\|275.36\|-6.31\|299.77\|300.19\|275.00\|401188;2026-06-02\|283.49\|2.95\|278.99\|288.80\|274.06\|282597;2026-06-03\|285.94\|0.86\|283.00\|298.00\|281.39\|374177;2026-06-04\|285.79\|-0.05\|283.00\|289.55\|280.08\|251783;2026-06-05\|274.06\|-4.10\|280.00\|283.62\|272.92\|332207;2026-06-08\|259.70\|-5.24\|260.49\|267.50\|255.84\|316182;2026-06-09\|268.18\|3.27\|267.00\|269.49\|259.51\|312978;2026-06-10\|284.80\|6.20\|285.00\|305.80\|281.66\|646831;2026-06-11\|289.84\|1.77\|282.38\|293.11\|279.00\|406339;2026-06-12\|280.00\|-3.40\|299.82\|299.84\|280.00\|493203;2026-06-15\|299.32\|6.90\|288.00\|300.00\|282.01\|370397;2026-06-16\|294.31\|-1.67\|299.00\|299.00\|291.20\|280192;2026-06-17\|308.22\|4.73\|288.00\|309.75\|285.10\|432310;2026-06-18\|328.00\|6.42\|310.00\|336.18\|308.88\|537867;2026-06-22\|327.30\|-0.21\|330.00\|334.80\|316.67\|434214;2026-06-23\|317.00\|-3.10\|324.00\|333.33\|312.72\|347903;2026-06-24\|337.10\|6.34\|314.00\|342.00\|310.01\|458832;2026-06-25\|360.28\|6.88\|339.00\|369.00\|338.00\|604463;2026-06-26\|344.90\|-4.27\|355.00\|358.00\|337.93\|397707;2026-06-29\|354.84\|2.88\|347.99\|363.80\|339.80\|464566;2026-06-30\|370.30\|4.36\|360.20\|377.79\|354.24\|414944;2026-07-01\|349.90\|-5.51\|368.00\|377.88\|346.30\|409651;2026-07-02\|322.29\|-7.89\|336.60\|348.60\|320.76\|398047;2026-07-03\|325.40\|0.96\|327.00\|337.39\|317.03\|290854;2026-07-06\|339.00\|4.18\|340.00\|353.53\|327.80\|364946;2026-07-07\|342.60\|1.06\|334.00\|354.33\|328.58\|305987;2026-07-08\|343.00\|0.12\|349.00\|359.04\|342.01\|302958;2026-07-09\|363.46\|5.96\|346.21\|363.85\|335.50\|427545;2026-07-10\|353.00\|-2.88\|366.00\|395.17\|352.51\|51342374
116975	消息称台积电先进制程代工将全线涨价	股权激励+半导体物流+化工供应链 1、据2026年7月3日公告，公司发布2026年股票期权激励计划；据2026年6月9日公告，公司此前已披露相关激励计划草案。 2、据申万宏源2026年7月2日研报，AI带动下半导体物流景气上行，公司通过服务壁垒构筑差异化优势，将服务领域拓宽至芯片半导体领域；据2026年5月6日机构调研，公司2026年第一季度货量增长部分来自芯片半导体行业客户服务履约完成带来的增量。 3、据2026年6月10日跟踪评级报告，公司是国内领先的专业智能供应链综合服务商，提供以货运代理、仓储和运输为核心的一站式综合物流服务，2025年供应链物流业务收入72.60亿元，同比增长5.04%。	第三方化工供应链龙头；公司服务领域已拓宽至芯片半导体领域	2026-03-03\|68.00\|-2.40\|69.68\|69.94\|67.39\|23055;2026-03-04\|66.20\|-2.65\|67.80\|68.50\|65.80\|24162;2026-03-05\|65.59\|-0.92\|67.00\|67.00\|64.90\|18395;2026-03-06\|66.75\|1.77\|65.32\|67.65\|64.88\|22781;2026-03-09\|63.25\|-5.24\|66.75\|67.21\|62.60\|28626;2026-03-10\|63.17\|-0.13\|63.70\|64.60\|62.60\|19904;2026-03-11\|63.18\|0.02\|63.35\|63.76\|62.65\|16389;2026-03-12\|62.60\|-0.92\|62.88\|63.32\|61.83\|13316;2026-03-13\|62.70\|0.16\|62.03\|65.30\|61.84\|23716;2026-03-16\|60.98\|-2.74\|62.39\|62.84\|60.40\|20377;2026-03-17\|60.86\|-0.20\|61.19\|61.61\|60.48\|12733;2026-03-18\|61.28\|0.69\|60.96\|62.25\|60.86\|9655;2026-03-19\|58.98\|-3.75\|60.40\|61.27\|58.95\|16104;2026-03-20\|58.68\|-0.51\|59.24\|60.83\|58.63\|18241;2026-03-23\|55.96\|-4.64\|58.09\|58.42\|55.60\|20083;2026-03-24\|57.46\|2.68\|56.85\|57.75\|55.93\|14494;2026-03-25\|58.90\|2.51\|57.47\|59.88\|57.44\|11536;2026-03-26\|57.80\|-1.87\|58.90\|59.65\|57.40\|15485;2026-03-27\|58.67\|1.51\|57.15\|59.08\|56.94\|14920;2026-03-30\|58.00\|-1.14\|58.18\|58.64\|57.33\|12918;2026-03-31\|57.28\|-1.24\|58.01\|59.08\|57.28\|8518;2026-04-01\|59.11\|3.19\|57.99\|59.49\|57.99\|12982;2026-04-02\|58.96\|-0.25\|58.52\|59.45\|58.20\|9521;2026-04-03\|58.77\|-0.32\|59.02\|59.18\|57.70\|7492;2026-04-07\|58.38\|-0.66\|58.77\|59.73\|58.17\|10561;2026-04-08\|61.88\|6.00\|59.29\|61.99\|58.90\|25978;2026-04-09\|59.78\|-3.39\|61.16\|61.34\|59.67\|17257;2026-04-10\|59.46\|-0.54\|59.79\|60.25\|58.90\|20835;2026-04-13\|58.47\|-1.67\|59.67\|60.04\|58.16\|20261;2026-04-14\|59.68\|2.07\|58.68\|59.78\|58.30\|15923;2026-04-15\|60.11\|0.72\|59.97\|60.75\|59.47\|14540;2026-04-16\|60.55\|0.73\|60.26\|61.05\|59.91\|10703;2026-04-17\|59.76\|-1.30\|60.71\|60.73\|59.55\|11193;2026-04-20\|59.50\|-0.44\|59.73\|59.92\|58.60\|15681;2026-04-21\|59.98\|0.81\|59.02\|60.48\|59.02\|9506;2026-04-22\|59.69\|-0.48\|59.69\|60.29\|59.26\|7770;2026-04-23\|58.79\|-1.51\|59.35\|59.68\|58.02\|9290;2026-04-24\|56.30\|-4.24\|58.51\|58.96\|56.01\|24662;2026-04-27\|56.78\|0.85\|56.31\|57.29\|56.31\|11283;2026-04-28\|56.63\|-0.26\|56.91\|57.22\|56.02\|8813;2026-04-29\|57.93\|2.30\|57.78\|59.00\|57.61\|14862;2026-04-30\|56.87\|-1.83\|58.00\|58.00\|56.63\|13654;2026-05-06\|56.88\|0.02\|56.90\|57.74\|56.63\|15398;2026-05-07\|57.61\|1.28\|57.50\|57.80\|56.75\|12126;2026-05-08\|57.65\|0.07\|57.23\|58.28\|57.23\|14819;2026-05-11\|57.82\|0.29\|57.68\|58.40\|56.48\|18211;2026-05-12\|56.79\|-1.78\|57.87\|57.87\|56.50\|15261;2026-05-13\|56.91\|0.21\|56.87\|57.13\|56.40\|8191;2026-05-14\|55.02\|-3.32\|56.90\|57.29\|55.02\|19869;2026-05-15\|54.56\|-0.84\|55.20\|55.66\|54.06\|18617;2026-05-18\|52.63\|-3.54\|54.56\|54.84\|52.30\|20791;2026-05-19\|53.08\|0.85\|53.15\|53.20\|52.51\|11787;2026-05-20\|52.52\|-1.05\|52.35\|52.60\|51.20\|27965;2026-05-21\|51.22\|-2.48\|52.54\|53.18\|51.22\|16718;2026-05-22\|51.68\|0.90\|51.50\|52.01\|51.06\|10484;2026-05-25\|56.20\|8.75\|52.60\|56.85\|52.50\|62815;2026-05-26\|54.04\|-3.84\|55.03\|57.78\|54.04\|52114;2026-05-27\|54.70\|3.13\|53.71\|56.09\|53.13\|50762;2026-05-28\|56.03\|2.43\|56.04\|56.48\|53.00\|63992;2026-05-29\|55.42\|-1.09\|55.92\|57.81\|54.80\|66232;2026-06-01\|57.66\|4.04\|55.39\|58.86\|55.15\|69472;2026-06-02\|56.28\|-2.39\|57.71\|58.16\|56.20\|40822;2026-06-03\|56.72\|0.78\|56.40\|59.00\|56.13\|49750;2026-06-04\|53.07\|-6.44\|56.20\|56.55\|52.26\|62014;2026-06-05\|52.51\|-1.06\|53.00\|53.59\|51.82\|31539;2026-06-08\|49.48\|-5.77\|51.20\|52.22\|48.90\|42304;2026-06-09\|53.18\|7.48\|52.00\|53.83\|51.33\|45649;2026-06-10\|55.30\|3.99\|53.52\|56.80\|52.55\|48971;2026-06-11\|54.69\|-1.10\|54.38\|55.38\|53.70\|29050;2026-06-12\|57.65\|5.41\|54.70\|58.17\|54.70\|45323;2026-06-15\|58.50\|1.47\|58.25\|58.70\|56.93\|36825;2026-06-16\|58.75\|0.43\|59.50\|59.73\|56.70\|41791;2026-06-17\|60.89\|3.64\|58.74\|61.61\|57.13\|52734;2026-06-18\|60.30\|-0.97\|60.50\|61.88\|59.31\|31667;2026-06-22\|62.05\|2.90\|59.80\|63.30\|59.49\|43954;2026-06-23\|62.52\|0.76\|62.00\|64.17\|61.05\|31895;2026-06-24\|68.77\|10.00\|62.42\|68.77\|62.00\|77776;2026-06-25\|75.65\|10.00\|70.88\|75.65\|70.88\|124872;2026-06-26\|76.02\|0.49\|75.00\|77.87\|73.01\|94979;2026-06-29\|72.88\|-4.13\|76.24\|77.00\|71.81\|70948;2026-06-30\|71.17\|-2.35\|72.88\|74.00\|69.71\|73664;2026-07-01\|76.65\|7.70\|71.85\|76.93\|71.28\|66407;2026-07-02\|72.03\|-6.03\|74.00\|76.31\|71.50\|56517;2026-07-03\|79.23\|10.00\|72.52\|79.23\|72.52\|36134;2026-07-06\|78.35\|-1.11\|80.00\|81.00\|75.00\|114769;2026-07-07\|79.52\|1.49\|77.96\|83.97\|77.50\|80968;2026-07-08\|76.12\|-4.28\|78.71\|79.97\|73.85\|78031;2026-07-09\|76.01\|-0.14\|76.00\|76.86\|74.01\|57631;2026-07-10\|74.59\|-1.87\|76.90\|77.20\|74.17\|45175
116974	消息称台积电先进制程代工将全线涨价	涨停揭秘：台积电先进制程代工全线涨价消息催化，公司第四代北斗高精度SoC芯片已规模化量产并出货数百万片；涨停缘由：SoC芯片采用先进制程，涨价预期强化利润修复逻辑，北斗高精度定位在智能驾驶与无人机等领域加速渗透；资金逻辑：半导体芯片板块资金回流明显，6月25日主力大幅净流入，北向持仓提升；风险提示：代工涨价或抑制下游采购意愿，高精度导航市场竞争加剧，海外市场拓展存地缘政治风险	公司第四代北斗高精度SoC芯片实现规模化量产，芯片及板卡模组累计出货量达数百万片	2026-03-03\|44.90\|-9.31\|49.47\|49.47\|44.80\|26458;2026-03-04\|45.01\|0.24\|44.11\|45.49\|44.00\|9712;2026-03-05\|45.78\|1.71\|45.50\|46.20\|45.36\|10838;2026-03-06\|46.82\|2.27\|45.88\|46.99\|45.49\|10717;2026-03-09\|46.48\|-0.73\|46.80\|46.80\|45.25\|10215;2026-03-10\|48.30\|3.92\|47.15\|48.50\|47.10\|11490;2026-03-11\|47.46\|-1.74\|48.30\|49.72\|47.43\|15644;2026-03-12\|46.00\|-3.08\|47.02\|47.42\|45.40\|11032;2026-03-13\|45.98\|-0.04\|46.00\|46.60\|45.12\|7735;2026-03-16\|46.25\|0.59\|45.41\|46.25\|45.03\|8762;2026-03-17\|44.19\|-4.45\|46.47\|46.97\|44.10\|7774;2026-03-18\|45.47\|2.90\|44.39\|45.47\|43.80\|8329;2026-03-19\|44.05\|-3.12\|45.00\|45.08\|43.70\|7393;2026-03-20\|42.32\|-3.93\|44.06\|44.63\|41.91\|12753;2026-03-23\|38.95\|-7.96\|41.02\|41.31\|38.56\|24720;2026-03-24\|40.21\|3.23\|39.89\|40.46\|38.92\|9996;2026-03-25\|41.33\|2.79\|40.49\|41.79\|40.00\|10302;2026-03-26\|40.60\|-1.77\|41.25\|41.61\|40.09\|6548;2026-03-27\|41.40\|1.97\|40.61\|41.40\|40.33\|6394;2026-03-30\|41.70\|0.72\|40.42\|41.70\|40.35\|6732;2026-03-31\|41.70\|0.00\|41.53\|42.55\|41.12\|10345;2026-04-01\|41.88\|0.43\|41.76\|43.56\|41.47\|9636;2026-04-02\|40.87\|-2.41\|41.75\|42.40\|40.49\|7380;2026-04-03\|40.30\|-1.39\|41.00\|41.27\|39.63\|8355;2026-04-07\|41.03\|1.81\|40.04\|41.16\|39.91\|12088;2026-04-08\|42.99\|4.78\|41.99\|43.00\|41.52\|11379;2026-04-09\|41.97\|-2.37\|42.79\|43.00\|41.71\|10094;2026-04-10\|41.97\|0.00\|42.22\|42.25\|41.48\|9538;2026-04-13\|41.29\|-1.62\|41.80\|42.06\|41.22\|8459;2026-04-14\|42.05\|1.84\|41.51\|42.05\|41.05\|13992;2026-04-15\|43.10\|2.50\|42.29\|43.84\|41.83\|16370;2026-04-16\|44.75\|3.83\|43.10\|44.80\|43.01\|15826;2026-04-17\|45.32\|1.27\|44.44\|45.32\|44.42\|10994;2026-04-20\|47.00\|3.71\|44.67\|47.00\|44.67\|15655;2026-04-21\|46.60\|-0.85\|46.62\|46.99\|46.11\|10207;2026-04-22\|46.80\|0.43\|46.52\|46.94\|46.13\|11928;2026-04-23\|45.94\|-1.84\|47.50\|47.50\|45.16\|12944;2026-04-24\|44.80\|-2.48\|45.89\|45.94\|44.41\|10046;2026-04-27\|46.78\|4.42\|44.80\|46.88\|44.02\|15484;2026-04-28\|44.51\|-4.85\|47.00\|47.00\|44.04\|25495;2026-04-29\|44.65\|0.31\|44.35\|44.95\|44.00\|14261;2026-04-30\|45.00\|0.78\|44.65\|45.10\|44.05\|13257;2026-05-06\|45.68\|1.51\|45.30\|46.17\|45.01\|16952;2026-05-07\|45.70\|0.04\|45.70\|45.82\|45.05\|15889;2026-05-08\|47.52\|3.98\|45.70\|47.77\|45.41\|23739;2026-05-11\|47.01\|-1.07\|47.40\|47.65\|46.38\|16543;2026-05-12\|46.10\|-1.94\|47.30\|47.30\|45.38\|11297;2026-05-13\|46.03\|-0.15\|46.00\|46.20\|45.31\|11961;2026-05-14\|45.09\|-2.04\|46.03\|46.16\|44.40\|13878;2026-05-15\|45.00\|-0.20\|45.00\|45.49\|44.01\|14666;2026-05-18\|44.78\|-0.49\|44.62\|45.19\|44.18\|9157;2026-05-19\|44.08\|-1.56\|44.84\|44.95\|43.20\|13952;2026-05-20\|43.38\|-1.59\|43.75\|43.98\|42.80\|13072;2026-05-21\|42.20\|-2.72\|43.39\|44.80\|41.60\|15661;2026-05-22\|42.73\|1.26\|42.20\|42.73\|41.47\|14387;2026-05-25\|42.65\|-0.19\|42.55\|42.94\|41.70\|9724;2026-05-26\|41.55\|-2.58\|42.65\|42.67\|40.60\|14403;2026-05-27\|40.33\|-2.94\|41.38\|41.45\|40.00\|13304;2026-05-28\|40.76\|1.07\|40.09\|41.33\|39.20\|9078;2026-05-29\|38.17\|-6.35\|40.79\|40.90\|38.10\|15571;2026-06-01\|37.64\|-1.39\|38.17\|38.66\|37.40\|13719;2026-06-02\|37.58\|-0.16\|37.56\|38.27\|36.00\|10930;2026-06-03\|37.55\|-0.08\|37.57\|38.50\|37.01\|12561;2026-06-04\|38.06\|1.36\|37.16\|38.44\|36.81\|9958;2026-06-05\|40.03\|5.18\|38.00\|41.00\|37.15\|19051;2026-06-08\|38.48\|-3.87\|39.38\|40.25\|37.70\|12515;2026-06-09\|38.88\|1.04\|39.01\|39.02\|38.07\|9315;2026-06-10\|38.88\|0.00\|38.53\|39.09\|37.05\|13006;2026-06-11\|37.47\|-3.63\|38.19\|38.50\|37.11\|9262;2026-06-12\|38.75\|3.42\|37.90\|39.89\|37.90\|13983;2026-06-15\|39.28\|1.37\|38.80\|39.48\|38.33\|8996;2026-06-16\|39.50\|0.56\|39.89\|39.90\|38.80\|11406;2026-06-17\|39.11\|-0.99\|39.07\|39.85\|38.69\|8925;2026-06-18\|40.75\|4.19\|39.06\|41.73\|38.40\|20528;2026-06-22\|39.27\|-3.63\|41.55\|41.55\|38.40\|12873;2026-06-23\|38.18\|-2.78\|38.93\|39.25\|37.99\|8704;2026-06-24\|38.34\|0.42\|38.08\|39.10\|37.12\|8051;2026-06-25\|42.80\|11.63\|38.20\|43.50\|38.20\|44180;2026-06-26\|41.30\|-3.50\|42.53\|42.59\|39.87\|22763;2026-06-29\|40.10\|-2.91\|41.30\|41.67\|38.59\|17694;2026-06-30\|41.44\|3.34\|40.32\|42.16\|39.95\|13031;2026-07-01\|42.92\|3.57\|42.19\|43.34\|40.90\|20721;2026-07-02\|29.97\|0.98\|29.68\|30.98\|29.00\|23334;2026-07-03\|29.90\|-0.23\|29.80\|30.36\|29.07\|18374;2026-07-06\|29.00\|-3.01\|30.12\|30.55\|28.62\|17435;2026-07-07\|26.91\|-7.21\|29.26\|29.44\|26.64\|14396;2026-07-08\|26.09\|-3.05\|26.90\|27.48\|25.80\|13434;2026-07-09\|26.46\|1.42\|26.78\|26.78\|25.00\|12503;2026-07-10\|27.91\|5.48\|26.21\|29.69\|26.21\|2942337
116973	消息称台积电先进制程代工将全线涨价	涨停揭秘：台积电先进制程代工全线涨价，公司为国内稀缺eSIM芯片封测供应商，受益涨价传导与订单转移；涨停缘由：eSIM封测技术壁垒高，已实现规模化量产并覆盖主流物联网模组厂商，国产替代加速；资金逻辑：封测板块关注度提升，6月25日放量涨停，主力净流入显著；风险提示：eSIM业务占比仍低，客户集中度高，技术迭代快致产能爬坡存不确定性	公司的主要业务包括智能卡业务、蚀刻引线框架业务以及物联网eSIM芯片封测业务	2026-03-03\|67.83\|-5.20\|71.58\|72.65\|67.25\|28454;2026-03-04\|67.80\|-0.04\|67.17\|69.20\|67.13\|19350;2026-03-05\|67.63\|-0.25\|68.80\|69.22\|67.37\|15854;2026-03-06\|68.07\|0.65\|67.38\|68.64\|67.28\|15333;2026-03-09\|66.67\|-2.06\|66.50\|66.95\|64.70\|20347;2026-03-10\|68.55\|2.82\|67.55\|69.00\|67.55\|17053;2026-03-11\|67.70\|-1.24\|68.46\|69.20\|67.57\|16230;2026-03-12\|66.22\|-2.19\|67.96\|67.99\|66.21\|15838;2026-03-13\|65.89\|-0.50\|65.58\|67.16\|65.03\|15740;2026-03-16\|67.10\|1.84\|65.98\|67.12\|65.16\|17306;2026-03-17\|66.90\|-0.30\|67.59\|68.43\|66.08\|20288;2026-03-18\|67.80\|1.35\|66.90\|67.92\|66.38\|19802;2026-03-19\|65.19\|-3.85\|66.70\|66.90\|64.82\|19207;2026-03-20\|63.82\|-2.10\|65.65\|66.03\|63.78\|19984;2026-03-23\|59.27\|-7.13\|62.50\|62.50\|58.80\|22175;2026-03-24\|60.70\|2.41\|60.59\|60.90\|58.64\|17501;2026-03-25\|61.53\|1.37\|60.89\|62.05\|60.85\|16906;2026-03-26\|60.78\|-1.22\|61.63\|62.00\|60.65\|14304;2026-03-27\|60.83\|0.08\|59.90\|61.19\|59.61\|12061;2026-03-30\|60.09\|-1.22\|59.89\|60.47\|59.30\|11463;2026-03-31\|58.22\|-3.11\|59.86\|60.38\|58.13\|13020;2026-04-01\|60.29\|3.56\|59.97\|60.39\|59.50\|18321;2026-04-02\|58.80\|-2.47\|60.00\|60.34\|58.28\|12501;2026-04-03\|58.83\|0.05\|58.95\|61.44\|58.13\|24980;2026-04-07\|58.61\|-0.37\|59.32\|59.79\|58.50\|17376;2026-04-08\|61.69\|5.26\|59.80\|61.78\|59.80\|24426;2026-04-09\|61.04\|-1.05\|61.28\|61.88\|60.65\|17401;2026-04-10\|62.24\|1.97\|61.61\|64.20\|61.61\|20986;2026-04-13\|62.06\|-0.29\|61.57\|62.74\|61.29\|15891;2026-04-14\|63.63\|2.53\|62.37\|63.93\|62.37\|22658;2026-04-15\|62.59\|-1.63\|64.00\|64.13\|62.44\|18053;2026-04-16\|62.95\|0.58\|62.59\|63.29\|62.21\|13351;2026-04-17\|63.96\|1.60\|62.70\|64.36\|62.62\|20724;2026-04-20\|63.90\|-0.09\|64.28\|64.30\|63.55\|16233;2026-04-21\|63.02\|-1.38\|63.68\|63.70\|62.50\|17945;2026-04-22\|60.89\|-3.38\|59.40\|60.98\|58.13\|37869;2026-04-23\|59.36\|-2.51\|60.99\|61.33\|58.53\|25077;2026-04-24\|59.00\|-0.61\|59.02\|60.15\|58.30\|17270;2026-04-27\|59.51\|0.86\|59.29\|60.18\|58.50\|17892;2026-04-28\|57.30\|-3.71\|59.51\|59.51\|56.80\|26372;2026-04-29\|57.31\|0.02\|57.00\|58.05\|56.71\|15522;2026-04-30\|58.79\|2.58\|57.50\|59.05\|56.92\|22205;2026-05-06\|61.44\|4.51\|59.50\|61.45\|59.32\|33099;2026-05-07\|60.88\|-0.91\|61.01\|61.33\|60.46\|20985;2026-05-08\|61.19\|0.51\|60.50\|61.86\|59.70\|21528;2026-05-11\|62.97\|2.91\|61.98\|64.05\|61.70\|35148;2026-05-12\|61.76\|-1.92\|62.53\|62.84\|61.23\|21061;2026-05-13\|62.48\|1.17\|61.23\|62.77\|60.31\|26835;2026-05-14\|61.67\|-1.30\|63.58\|63.75\|61.50\|26993;2026-05-15\|61.17\|-0.81\|61.52\|62.96\|59.81\|29136;2026-05-18\|60.67\|-0.82\|60.99\|61.99\|60.00\|18042;2026-05-19\|62.13\|2.41\|60.30\|62.16\|59.60\|26390;2026-05-20\|63.66\|2.46\|61.84\|64.85\|61.63\|44863;2026-05-21\|65.58\|3.02\|63.89\|71.00\|63.15\|93068;2026-05-22\|65.00\|-0.88\|65.58\|65.91\|63.62\|59889;2026-05-25\|67.68\|4.12\|64.50\|67.88\|62.41\|72102;2026-05-26\|63.89\|-5.60\|66.47\|66.50\|63.10\|43903;2026-05-27\|62.95\|-0.69\|63.20\|66.52\|62.73\|32317;2026-05-28\|59.10\|-6.12\|61.98\|61.98\|58.36\|38819;2026-05-29\|55.51\|-6.07\|59.98\|60.38\|55.13\|29373;2026-06-01\|53.47\|-3.67\|54.51\|55.50\|53.35\|21689;2026-06-02\|50.20\|-6.12\|53.05\|53.39\|49.26\|36966;2026-06-03\|53.80\|7.17\|50.25\|56.65\|50.25\|50941;2026-06-04\|52.50\|-2.42\|52.31\|53.88\|51.30\|29158;2026-06-05\|53.15\|1.24\|51.89\|54.40\|51.32\|25225;2026-06-08\|50.85\|-4.33\|51.18\|52.33\|50.68\|19518;2026-06-09\|55.11\|8.38\|51.49\|56.36\|51.49\|34404;2026-06-10\|57.93\|5.12\|54.23\|61.77\|54.21\|54657;2026-06-11\|59.99\|3.56\|56.98\|60.55\|56.00\|44935;2026-06-12\|62.65\|4.43\|60.20\|64.85\|59.80\|85323;2026-06-15\|58.61\|-6.45\|62.64\|62.64\|57.78\|65085;2026-06-16\|56.67\|-3.31\|57.50\|57.50\|54.90\|48869;2026-06-17\|60.99\|7.62\|55.25\|62.32\|54.54\|70503;2026-06-18\|64.05\|5.02\|59.88\|68.88\|59.88\|98861;2026-06-22\|60.66\|-5.29\|64.26\|64.99\|60.00\|88843;2026-06-23\|60.80\|0.23\|60.00\|66.66\|59.33\|76672;2026-06-24\|60.25\|-0.90\|59.60\|61.05\|58.18\|61999;2026-06-25\|67.38\|11.83\|60.55\|71.00\|58.48\|155472;2026-06-26\|68.70\|1.96\|66.98\|71.61\|64.27\|143556;2026-06-29\|72.41\|5.40\|69.50\|73.27\|65.13\|141668;2026-06-30\|78.84\|8.88\|73.48\|82.95\|73.00\|171688;2026-07-01\|73.50\|-6.77\|78.88\|79.00\|73.01\|133398;2026-07-02\|67.62\|-8.00\|69.55\|72.86\|67.62\|103738;2026-07-03\|65.92\|-2.51\|66.78\|68.34\|64.30\|89143;2026-07-06\|64.35\|-2.38\|66.00\|67.77\|63.36\|57947;2026-07-07\|63.87\|-0.75\|63.90\|66.00\|62.82\|49181;2026-07-08\|62.01\|-2.91\|63.58\|65.69\|60.10\|49635;2026-07-09\|63.04\|1.66\|63.00\|63.37\|60.79\|66528;2026-07-10\|59.40\|-5.77\|63.54\|65.27\|59.40\|76331
116972	消息称台积电先进制程代工将全线涨价	AI算力订单+半导体IP+Chiplet 行业原因： 1、寒武纪、兆易创新等龙头一季度业绩高增，芯原股份AI算力订单占比超九成，景气度验证。 2、长江证券表示，当前国产模型进入需求时代，能力持续提升的同时加快芯片与模型的适配。国产算力将迎来具备实际应用价值的关键拐点，看好国产模型与算力的全面共振。公司原因： 1、据2026年4月30日《2026年第一季度报告》，公司2026年1-4月新签订单82.40亿元，其中AI算力相关订单占比91.37%，数据处理领域订单占比90.15%，主要来自云侧AI ASIC及IP。 2、据2026年3月31日《2025年年度报告》，公司半导体IP授权业务2024年市占率中国大陆第一、全球第八，知识产权授权使用费收入全球第六。 3、据2026年3月31日《2025年年度报告》及2026年4月20日投资者关系活动记录表，公司持续推进“IP芯片化、芯片平台化、平台生态化”的Chiplet技术研发与产业化，已在AIGC及智驾赛道实现领跑。	公司为国内领先的芯片设计供应商，公司1月1日至4月29日新签订单金额提升至82.40亿元，AI算力相关订单占比超九成	2026-03-03\|237.80\|-11.07\|269.00\|271.47\|235.01\|276708;2026-03-04\|229.00\|-3.70\|229.15\|240.75\|225.92\|208344;2026-03-05\|241.08\|5.28\|241.00\|248.29\|235.00\|242544;2026-03-06\|240.85\|-0.10\|239.50\|247.88\|237.44\|157892;2026-03-09\|230.58\|-4.26\|220.50\|233.99\|214.00\|195294;2026-03-10\|240.00\|4.09\|242.62\|246.62\|234.56\|178037;2026-03-11\|220.87\|-7.97\|242.31\|245.00\|218.00\|253322;2026-03-12\|216.00\|-2.20\|220.16\|225.83\|211.66\|209591;2026-03-13\|208.52\|-3.46\|215.00\|216.00\|206.02\|200906;2026-03-16\|208.01\|-0.24\|207.00\|209.00\|202.08\|137379;2026-03-17\|205.10\|-1.40\|208.94\|215.00\|204.05\|163903;2026-03-18\|208.70\|1.76\|208.79\|211.03\|203.30\|128934;2026-03-19\|199.52\|-4.40\|201.80\|204.87\|198.08\|132528;2026-03-20\|199.50\|-0.01\|203.31\|209.88\|198.60\|193275;2026-03-23\|190.50\|-4.51\|196.50\|198.16\|188.01\|166755;2026-03-24\|205.88\|8.07\|194.90\|206.37\|187.41\|253433;2026-03-25\|214.80\|4.33\|208.20\|217.00\|207.00\|230119;2026-03-26\|213.35\|-0.68\|218.10\|218.87\|209.00\|154622;2026-03-27\|215.53\|1.02\|208.00\|217.85\|205.06\|155117;2026-03-30\|212.30\|-1.50\|208.00\|215.50\|206.79\|126528;2026-03-31\|202.30\|-4.71\|210.51\|212.00\|199.99\|169435;2026-04-01\|223.00\|10.23\|213.00\|229.00\|213.00\|271537;2026-04-02\|219.00\|-1.79\|219.92\|222.86\|215.00\|160818;2026-04-03\|224.80\|2.65\|224.00\|228.97\|217.96\|180145;2026-04-07\|230.55\|2.56\|230.40\|239.50\|230.23\|203450;2026-04-08\|240.72\|4.41\|243.00\|253.00\|235.68\|220825;2026-04-09\|238.24\|-1.03\|235.00\|247.60\|234.03\|176718;2026-04-10\|248.00\|4.10\|245.00\|257.30\|242.30\|203845;2026-04-13\|239.17\|-3.56\|246.10\|255.00\|236.01\|229993;2026-04-14\|245.50\|2.65\|243.71\|256.03\|235.00\|271889;2026-04-15\|254.24\|3.56\|245.00\|258.65\|238.23\|241780;2026-04-16\|244.70\|-3.75\|252.00\|254.00\|219.00\|471324;2026-04-17\|241.08\|-1.48\|237.00\|242.79\|231.70\|289376;2026-04-20\|251.39\|4.28\|240.52\|252.80\|239.00\|244344;2026-04-21\|233.06\|-7.29\|254.00\|255.00\|232.19\|335744;2026-04-22\|250.95\|7.68\|231.15\|252.50\|231.15\|302160;2026-04-23\|235.50\|-6.16\|253.00\|253.01\|232.60\|249651;2026-04-24\|228.71\|-2.88\|235.00\|236.55\|218.43\|278020;2026-04-27\|242.04\|5.83\|234.80\|245.96\|231.68\|241518;2026-04-28\|229.17\|-5.32\|242.00\|242.00\|226.30\|197749;2026-04-29\|234.07\|2.14\|224.02\|240.40\|223.52\|207172;2026-04-30\|280.88\|20.00\|260.00\|280.88\|260.00\|409052;2026-05-06\|278.60\|-0.81\|292.00\|296.96\|278.20\|476452;2026-05-07\|275.00\|-1.29\|275.00\|278.50\|266.00\|384731;2026-05-08\|262.00\|-4.73\|271.00\|273.97\|260.16\|309677;2026-05-11\|267.40\|2.06\|272.00\|278.63\|262.30\|334999;2026-05-12\|271.99\|1.72\|263.60\|280.98\|261.10\|298723;2026-05-13\|277.50\|2.03\|262.44\|278.20\|256.50\|307263;2026-05-14\|265.91\|-4.18\|282.00\|286.80\|265.91\|255682;2026-05-15\|252.60\|-5.01\|263.00\|272.00\|249.00\|275514;2026-05-18\|259.50\|2.73\|248.00\|265.00\|248.00\|187821;2026-05-19\|299.91\|15.57\|257.37\|301.00\|252.78\|405588;2026-05-20\|294.79\|-1.71\|295.00\|299.80\|291.01\|228070;2026-05-21\|273.54\|-7.21\|303.03\|303.55\|271.11\|238146;2026-05-22\|275.75\|0.81\|280.00\|282.60\|270.00\|182502;2026-05-25\|286.27\|3.81\|273.94\|289.85\|266.00\|247556;2026-05-26\|266.15\|-7.03\|289.20\|289.36\|259.31\|266150;2026-05-27\|252.45\|-5.15\|266.50\|271.60\|248.02\|254342;2026-05-28\|264.95\|4.95\|250.00\|269.95\|247.01\|244731;2026-05-29\|246.84\|-6.84\|260.01\|264.95\|241.77\|220412;2026-06-01\|227.30\|-7.92\|248.50\|248.50\|226.60\|201059;2026-06-02\|235.40\|3.56\|230.93\|243.97\|221.31\|223936;2026-06-03\|240.45\|2.15\|241.99\|256.51\|236.80\|286907;2026-06-04\|243.10\|1.10\|232.99\|248.56\|232.06\|200742;2026-06-05\|225.20\|-7.36\|236.10\|238.23\|224.99\|227501;2026-06-08\|213.00\|-5.42\|208.01\|217.63\|208.00\|194001;2026-06-09\|227.52\|6.82\|218.00\|229.63\|213.44\|190914;2026-06-10\|228.52\|0.44\|224.67\|241.34\|224.00\|198458;2026-06-11\|229.76\|0.54\|227.25\|231.37\|222.00\|146694;2026-06-12\|223.13\|-2.89\|239.00\|239.98\|222.20\|234121;2026-06-15\|237.12\|6.27\|228.00\|238.47\|226.63\|232837;2026-06-16\|249.10\|5.05\|239.00\|254.58\|233.38\|228010;2026-06-17\|257.46\|3.36\|245.50\|262.90\|241.50\|211808;2026-06-18\|274.00\|6.42\|261.00\|280.30\|258.00\|288613;2026-06-22\|284.00\|3.65\|274.18\|288.80\|268.00\|280462;2026-06-23\|285.00\|0.35\|278.00\|290.61\|272.12\|262077;2026-06-24\|300.90\|5.58\|282.00\|308.00\|279.66\|293405;2026-06-25\|338.05\|12.35\|300.02\|350.88\|295.31\|331962;2026-06-26\|336.00\|-0.61\|330.01\|347.78\|321.85\|267228;2026-06-29\|362.00\|7.74\|344.10\|362.30\|337.60\|281302;2026-06-30\|371.14\|2.52\|360.00\|375.67\|350.09\|249240;2026-07-01\|342.10\|-7.82\|368.00\|373.80\|338.99\|290368;2026-07-02\|309.50\|-9.53\|321.18\|337.20\|306.87\|295280;2026-07-03\|303.00\|-2.10\|304.00\|320.24\|301.00\|214841;2026-07-06\|299.39\|-1.19\|308.16\|308.20\|287.00\|213120;2026-07-07\|305.26\|1.96\|301.00\|322.31\|297.50\|221733;2026-07-08\|309.50\|1.39\|324.00\|333.72\|307.11\|256981;2026-07-09\|328.56\|6.16\|315.00\|329.53\|306.00\|246624;2026-07-10\|292.00\|-11.13\|321.99\|326.89\|291.99\|31267173
116971	消息称台积电先进制程代工将全线涨价	MCU涨价+高速光模块MCU 1、据2026年6月22日互动易，公司持续跟踪CPO共封装光学前沿技术，CPO光引擎所需MCU与现有800G/1.6T可插拔光模块主控MCU核心技术基础相近，公司依托现有技术储备具备适配开发能力。 2、据2026年6月15日互动易，公司N32H493系列MCU在算力中心高速光模块领域，主要用于800G/1.6T等高速光模块，承担控制、监控、协议处理等功能，目前正在推进客户导入验证工作。 3、据2026年6月2日互动易，受AI算力需求拉动及上游成本上行，MCU行业已出现普遍涨价，公司于今年4月起对芯片产品进行合理调价，芯片销量一季度同比实现增长；据2025年年度报告，公司深耕MCU自主研发二十余年，是国内MCU领域核心厂商，业务覆盖消费电子、工业控制、汽车电子等，并前瞻布局AI与边缘计算、机器人等新兴赛道。	公司是国内专业从事超大规模信息安全芯片和通讯芯片产品以及整体解决方案的IC公司；与IBM合作共同打造EDA（电子设计自动化）云平台	2026-03-03\|19.60\|-6.31\|21.09\|21.18\|19.45\|366912;2026-03-04\|19.34\|-1.33\|19.30\|19.84\|19.30\|207735;2026-03-05\|20.24\|4.65\|19.89\|20.69\|19.89\|339784;2026-03-06\|20.41\|0.84\|20.01\|20.43\|20.00\|178266;2026-03-09\|21.97\|7.64\|20.05\|22.44\|19.80\|539185;2026-03-10\|22.76\|3.60\|22.10\|23.27\|21.92\|505679;2026-03-11\|22.64\|-0.53\|22.75\|23.17\|22.49\|388901;2026-03-12\|21.96\|-3.00\|22.42\|22.52\|21.84\|240075;2026-03-13\|23.22\|5.74\|21.80\|23.79\|21.37\|752797;2026-03-16\|23.05\|-0.73\|23.04\|23.33\|22.42\|415559;2026-03-17\|22.51\|-2.34\|23.01\|23.25\|22.50\|301249;2026-03-18\|23.57\|4.71\|22.73\|23.58\|22.72\|496244;2026-03-19\|22.73\|-3.56\|23.00\|23.15\|22.56\|327020;2026-03-20\|21.79\|-4.14\|22.80\|22.88\|21.78\|329316;2026-03-23\|20.64\|-5.28\|21.99\|22.30\|20.35\|359196;2026-03-24\|20.70\|0.29\|21.07\|21.18\|19.74\|311399;2026-03-25\|21.58\|4.25\|20.71\|22.99\|20.50\|525432;2026-03-26\|20.89\|-3.20\|21.47\|22.38\|20.73\|334772;2026-03-27\|20.80\|-0.43\|20.42\|21.29\|20.10\|277907;2026-03-30\|20.58\|-1.06\|20.21\|20.89\|19.83\|242548;2026-03-31\|20.01\|-2.77\|20.48\|21.23\|20.00\|283569;2026-04-01\|20.34\|1.65\|20.70\|21.16\|20.24\|257640;2026-04-02\|19.52\|-4.03\|20.15\|20.27\|19.40\|249886;2026-04-03\|18.74\|-4.00\|19.66\|19.73\|18.71\|234672;2026-04-07\|19.46\|3.84\|18.80\|20.05\|18.66\|324997;2026-04-08\|20.68\|6.27\|20.12\|21.05\|19.90\|422725;2026-04-09\|22.34\|8.03\|20.36\|23.32\|20.31\|1077899;2026-04-10\|21.84\|-2.24\|22.08\|22.65\|21.81\|596534;2026-04-13\|22.72\|4.03\|21.60\|23.68\|21.58\|719644;2026-04-14\|22.61\|-0.48\|22.80\|23.11\|22.33\|441514;2026-04-15\|21.93\|-3.01\|22.58\|22.80\|21.82\|310674;2026-04-16\|21.94\|0.05\|21.93\|22.10\|21.65\|242641;2026-04-17\|21.97\|0.14\|21.73\|22.23\|21.50\|356499;2026-04-20\|21.71\|-1.18\|21.89\|22.03\|21.57\|249190;2026-04-21\|21.14\|-2.63\|21.80\|21.91\|20.94\|256562;2026-04-22\|22.55\|6.67\|21.80\|22.88\|21.60\|593328;2026-04-23\|23.71\|5.14\|23.11\|24.50\|22.95\|1026943;2026-04-24\|23.10\|-2.57\|23.72\|24.20\|22.87\|592624;2026-04-27\|23.08\|-0.09\|23.22\|23.48\|22.60\|440823;2026-04-28\|22.22\|-3.73\|22.86\|22.88\|21.97\|381967;2026-04-29\|22.16\|-0.27\|21.97\|22.71\|21.94\|303117;2026-04-30\|23.05\|4.02\|22.32\|23.40\|21.90\|522944;2026-05-06\|24.14\|4.73\|23.16\|24.95\|23.15\|960546;2026-05-07\|24.74\|2.49\|24.19\|25.60\|24.19\|780295;2026-05-08\|25.59\|3.44\|24.40\|25.60\|24.16\|835770;2026-05-11\|25.24\|-1.37\|25.34\|25.90\|25.00\|734744;2026-05-12\|25.03\|-0.83\|25.10\|25.90\|24.84\|609149;2026-05-13\|25.93\|3.60\|24.60\|26.35\|24.51\|763058;2026-05-14\|25.25\|-2.62\|26.00\|26.93\|25.25\|721338;2026-05-15\|24.90\|-1.39\|25.34\|25.91\|24.67\|603396;2026-05-18\|27.64\|11.00\|25.56\|27.84\|25.05\|1229554;2026-05-19\|28.39\|2.71\|26.97\|28.50\|26.13\|1097841;2026-05-20\|27.91\|-1.69\|28.57\|29.15\|27.70\|782217;2026-05-21\|26.06\|-6.63\|28.05\|28.27\|25.90\|889064;2026-05-22\|26.31\|0.96\|26.26\|26.91\|25.88\|549242;2026-05-25\|26.47\|0.61\|26.01\|26.68\|25.36\|689534;2026-05-26\|26.00\|-1.78\|26.20\|26.69\|24.80\|731357;2026-05-27\|24.97\|-3.96\|25.89\|26.24\|24.61\|580369;2026-05-28\|24.90\|-0.28\|24.70\|25.15\|24.13\|427927;2026-05-29\|22.97\|-7.75\|24.91\|24.93\|22.79\|594401;2026-06-01\|22.65\|-1.39\|23.60\|24.29\|22.63\|399842;2026-06-02\|23.38\|3.22\|22.65\|23.65\|21.82\|506250;2026-06-03\|24.70\|5.65\|23.40\|25.98\|23.40\|822113;2026-06-04\|24.19\|-2.06\|24.28\|25.09\|24.05\|436403;2026-06-05\|23.52\|-2.77\|23.81\|24.50\|23.00\|458695;2026-06-08\|21.49\|-8.63\|22.44\|22.76\|21.22\|419371;2026-06-09\|22.77\|5.96\|22.01\|23.00\|21.37\|419935;2026-06-10\|21.71\|-4.66\|22.32\|22.85\|21.42\|306784;2026-06-11\|22.56\|3.92\|21.70\|22.98\|21.52\|512081;2026-06-12\|21.47\|-4.83\|22.96\|23.54\|21.33\|513996;2026-06-15\|22.22\|3.49\|21.65\|22.23\|21.19\|346276;2026-06-16\|23.12\|4.05\|22.26\|23.50\|22.00\|458520;2026-06-17\|23.15\|0.13\|22.61\|23.44\|22.60\|327684;2026-06-18\|23.33\|0.78\|23.20\|23.77\|22.83\|387657;2026-06-22\|23.10\|-0.99\|23.31\|23.98\|22.22\|450465;2026-06-23\|26.73\|15.71\|23.06\|27.72\|22.88\|1649366;2026-06-24\|25.78\|-3.55\|26.00\|26.07\|24.83\|1146499;2026-06-25\|29.03\|12.61\|25.73\|30.00\|25.50\|1577524;2026-06-26\|28.11\|-3.17\|28.46\|29.72\|28.05\|961212;2026-06-29\|27.53\|-2.06\|28.43\|29.22\|26.18\|878672;2026-06-30\|31.35\|13.88\|27.41\|31.80\|26.71\|1338463;2026-07-01\|30.75\|-1.91\|31.88\|33.51\|30.32\|1192490;2026-07-02\|30.38\|-1.20\|29.50\|33.00\|28.80\|1065541;2026-07-03\|29.05\|-4.38\|30.00\|30.38\|28.68\|696673;2026-07-06\|28.36\|-2.38\|29.39\|30.06\|27.58\|631331;2026-07-07\|27.54\|-2.89\|28.08\|28.52\|26.70\|525075;2026-07-08\|27.06\|-1.74\|27.54\|28.22\|25.75\|568874;2026-07-09\|27.65\|2.18\|27.60\|27.83\|26.40\|549929;2026-07-10\|25.59\|-7.45\|27.70\|28.64\|25.58\|801312
116970	消息称台积电先进制程代工将全线涨价	涨停揭秘：公司SPD5 EEPROM产品通过澜起科技及内存模组厂商测试认证，叠加闪迪股价创历史新高，存储芯片板块情绪回暖，带动EEPROM龙头上涨；涨停缘由：SPD5 EEPROM及SPD5+TSEEPROM通过下游内存模组厂商认证；DDR5渗透率快速提升拉动配套芯片需求；公司为国内EEPROM绝对龙头，市占率超40%；存储行业库存去化接近尾声；资金逻辑：资金回流半导体细分赛道，公司估值处于历史30%分位，叠加技术面MACD底背离，触发反弹行情；风险提示：SPD芯片单价较低，对整体营收拉动有限；内存模组厂商集中度高，议价能力偏弱。	公司为国内EEPROM龙头，针对最新的DDR5内存技术，公司与澜起科技合作开发的SPD5 EEPROM、SPD5+TSEEPROM产品己通过部分下游内存模组厂商的测试认证	2026-03-03\|127.55\|-7.17\|138.53\|138.86\|127.30\|85568;2026-03-04\|128.51\|0.75\|129.25\|133.38\|128.11\|80814;2026-03-05\|129.65\|0.89\|132.50\|134.99\|128.51\|71210;2026-03-06\|131.70\|1.58\|128.80\|132.60\|128.33\|56076;2026-03-09\|129.40\|-1.75\|127.00\|130.00\|124.00\|53896;2026-03-10\|133.23\|2.96\|133.62\|134.41\|130.72\|57364;2026-03-11\|131.12\|-1.58\|134.60\|135.08\|130.50\|52517;2026-03-12\|129.30\|-1.39\|130.50\|133.66\|127.88\|38396;2026-03-13\|128.43\|-0.67\|128.30\|135.45\|127.11\|116653;2026-03-16\|131.39\|2.30\|126.48\|132.16\|126.31\|82780;2026-03-17\|124.80\|-5.02\|131.43\|131.66\|124.80\|63934;2026-03-18\|133.38\|6.88\|127.29\|133.80\|125.65\|114938;2026-03-19\|130.00\|-2.53\|131.51\|135.30\|128.58\|101696;2026-03-20\|124.62\|-4.14\|131.00\|132.02\|123.67\|82619;2026-03-23\|112.00\|-10.13\|120.10\|120.60\|111.13\|111657;2026-03-24\|111.98\|-0.02\|114.24\|114.80\|108.02\|85292;2026-03-25\|114.60\|2.34\|113.01\|117.35\|112.81\|78670;2026-03-26\|109.67\|-4.30\|112.94\|113.53\|109.10\|63195;2026-03-27\|107.30\|-2.16\|107.70\|109.60\|104.50\|82586;2026-03-30\|106.48\|-0.76\|105.18\|107.50\|105.02\|51656;2026-03-31\|103.12\|-3.16\|105.23\|106.60\|103.00\|59505;2026-04-01\|105.63\|2.43\|107.45\|107.90\|103.89\|59513;2026-04-02\|103.30\|-2.21\|106.50\|107.20\|103.01\|57549;2026-04-03\|102.02\|-1.24\|103.30\|104.44\|101.47\|39174;2026-04-07\|101.38\|-0.63\|102.75\|104.98\|101.25\|56356;2026-04-08\|112.80\|11.26\|105.00\|112.88\|104.00\|113210;2026-04-09\|110.90\|-1.68\|109.80\|112.22\|107.72\|94307;2026-04-10\|113.88\|2.69\|113.00\|116.20\|112.38\|91258;2026-04-13\|116.15\|1.99\|113.80\|117.89\|113.49\|96075;2026-04-14\|127.80\|10.03\|118.58\|129.85\|117.30\|179535;2026-04-15\|123.16\|-3.63\|130.80\|130.90\|122.38\|153134;2026-04-16\|123.20\|0.03\|122.22\|125.00\|119.60\|100260;2026-04-17\|121.22\|-1.61\|122.16\|122.18\|119.57\|91605;2026-04-20\|119.83\|-1.15\|120.77\|122.66\|119.11\|89480;2026-04-21\|119.14\|-0.58\|119.77\|120.50\|115.80\|66744;2026-04-22\|125.90\|5.67\|118.99\|126.88\|117.40\|124670;2026-04-23\|121.89\|-3.19\|127.92\|128.85\|120.00\|97858;2026-04-24\|121.50\|-0.32\|122.88\|126.90\|121.00\|96570;2026-04-27\|125.65\|4.01\|123.00\|128.79\|121.68\|127839;2026-04-28\|111.90\|-10.94\|110.00\|116.00\|103.88\|197828;2026-04-29\|112.30\|0.36\|110.34\|114.80\|107.35\|141764;2026-04-30\|123.49\|9.96\|115.60\|129.80\|115.50\|174719;2026-05-06\|131.00\|6.08\|128.70\|136.80\|126.31\|182810;2026-05-07\|134.80\|2.90\|131.68\|137.96\|128.10\|161558;2026-05-08\|130.65\|-3.08\|131.94\|133.90\|129.30\|114206;2026-05-11\|151.53\|15.98\|138.02\|154.19\|136.50\|245474;2026-05-12\|158.70\|4.73\|150.00\|165.87\|148.80\|232570;2026-05-13\|168.36\|6.09\|156.00\|171.26\|151.00\|215267;2026-05-14\|171.70\|1.98\|177.00\|180.88\|169.10\|228378;2026-05-15\|163.00\|-5.07\|178.00\|181.81\|159.50\|206536;2026-05-18\|159.57\|-2.10\|166.00\|166.58\|158.79\|166053;2026-05-19\|164.83\|3.30\|155.58\|165.38\|150.99\|146366;2026-05-20\|165.00\|0.10\|164.00\|167.67\|160.55\|128894;2026-05-21\|153.90\|-6.73\|169.50\|176.50\|153.01\|155396;2026-05-22\|156.58\|1.74\|155.58\|158.50\|151.80\|129315;2026-05-25\|155.37\|-0.77\|156.50\|156.98\|149.71\|130852;2026-05-26\|147.50\|-5.07\|153.00\|154.88\|144.05\|128333;2026-05-27\|141.41\|-4.13\|152.30\|153.00\|140.09\|126145;2026-05-28\|141.47\|0.04\|140.76\|144.50\|137.50\|98586;2026-05-29\|132.97\|-6.01\|142.00\|142.89\|131.00\|113711;2026-06-01\|127.67\|-3.99\|138.00\|140.18\|127.02\|95094;2026-06-02\|127.20\|-0.37\|131.11\|131.11\|123.62\|82571;2026-06-03\|136.28\|7.14\|129.30\|145.55\|128.30\|155313;2026-06-04\|137.60\|0.97\|135.51\|140.21\|134.00\|99181;2026-06-05\|129.58\|-5.83\|132.00\|134.86\|128.60\|94411;2026-06-08\|121.43\|-6.29\|123.00\|125.70\|119.50\|87973;2026-06-09\|126.58\|4.24\|124.30\|127.45\|121.30\|77599;2026-06-10\|123.30\|-2.59\|124.50\|127.44\|120.50\|67010;2026-06-11\|121.00\|-1.87\|123.38\|124.50\|119.70\|60583;2026-06-12\|121.51\|0.42\|126.00\|130.50\|120.79\|109308;2026-06-15\|131.79\|8.46\|123.00\|133.33\|119.86\|109024;2026-06-16\|131.97\|0.14\|133.90\|135.33\|130.53\|84932;2026-06-17\|139.11\|5.41\|130.01\|139.49\|128.21\|140345;2026-06-18\|138.91\|-0.14\|138.00\|141.88\|137.00\|124407;2026-06-22\|136.99\|-1.38\|138.90\|142.56\|131.55\|144022;2026-06-23\|138.23\|0.91\|135.00\|146.66\|130.00\|147535;2026-06-24\|165.88\|20.00\|134.89\|165.88\|134.00\|266658;2026-06-25\|187.80\|13.21\|175.00\|188.50\|170.90\|313793;2026-06-26\|189.44\|0.87\|190.00\|200.00\|184.58\|237944;2026-06-29\|202.00\|6.63\|191.68\|203.87\|182.00\|220267;2026-06-30\|212.60\|5.25\|206.98\|219.80\|195.51\|192963;2026-07-01\|215.00\|1.13\|214.61\|228.98\|211.50\|188939;2026-07-02\|195.99\|-8.84\|199.60\|210.39\|191.03\|164649;2026-07-03\|204.00\|4.09\|191.92\|211.49\|189.00\|147334;2026-07-06\|214.99\|5.39\|210.12\|221.50\|197.77\|180473;2026-07-07\|212.54\|-1.14\|208.00\|212.54\|186.00\|187028;2026-07-08\|191.69\|-9.81\|205.80\|216.70\|190.02\|176131;2026-07-09\|217.12\|13.27\|199.83\|218.65\|185.88\|195460;2026-07-10\|204.01\|-6.04\|218.02\|235.99\|204.01\|17419192
116969	消息称台积电先进制程代工将全线涨价	真空镀膜+苹果链+半导体应用 1、据2025年5月8日机构调研，公司真空镀膜设备已供货苹果产业链，2024年相关销售额8431.93万元，占主营收入16.21%，主要客户包括富士康、比亚迪。 2、据2026年3月31日互动易，公司主要产品或服务为真空镀膜设备以及配套的工艺服务支持，下游应用具体包括智能手机、摄像头、屏幕显示、汽车配件、航空玻璃、磁性材料、半导体电子传感器、精密光学元器件等。	公司的光刻掩膜版设备主要应用于集成电路、平板显示等领域	2026-03-03\|103.96\|-6.07\|110.60\|111.59\|103.80\|23278;2026-03-04\|102.92\|-1.00\|102.44\|106.30\|102.44\|14374;2026-03-05\|105.00\|2.02\|104.98\|107.35\|103.44\|20418;2026-03-06\|115.55\|10.05\|103.91\|117.99\|103.88\|64448;2026-03-09\|121.25\|4.93\|115.11\|121.88\|113.47\|57529;2026-03-10\|129.94\|7.17\|125.00\|131.90\|125.00\|71370;2026-03-11\|129.50\|-0.34\|129.54\|136.88\|128.50\|69975;2026-03-12\|126.85\|-2.05\|129.52\|130.98\|124.52\|30923;2026-03-13\|123.05\|-3.00\|126.45\|126.60\|121.76\|25076;2026-03-16\|128.33\|4.29\|122.46\|128.38\|119.86\|29849;2026-03-17\|119.50\|-6.88\|128.19\|128.38\|119.25\|26051;2026-03-18\|123.41\|3.27\|121.21\|124.60\|117.80\|31043;2026-03-19\|120.05\|-2.72\|122.00\|122.58\|118.00\|24336;2026-03-20\|115.16\|-4.07\|120.78\|123.00\|115.00\|21574;2026-03-23\|109.79\|-4.66\|111.75\|114.47\|108.55\|20793;2026-03-24\|112.60\|2.56\|111.66\|113.25\|108.42\|15035;2026-03-25\|112.25\|-0.31\|113.36\|116.36\|110.97\|21162;2026-03-26\|109.50\|-2.45\|112.25\|112.30\|108.37\|14607;2026-03-27\|115.80\|5.75\|108.04\|116.92\|107.52\|25114;2026-03-30\|111.89\|-3.38\|113.61\|115.07\|111.01\|16747;2026-03-31\|106.32\|-4.98\|111.89\|111.89\|106.10\|19045;2026-04-01\|127.58\|20.00\|109.00\|127.58\|107.88\|87850;2026-04-02\|118.66\|-6.99\|126.89\|126.89\|118.01\|71314;2026-04-03\|121.88\|2.71\|121.05\|124.58\|118.20\|56460;2026-04-07\|128.95\|5.80\|126.50\|131.31\|125.30\|72751;2026-04-08\|136.72\|6.03\|133.80\|139.99\|129.26\|83044;2026-04-09\|143.80\|5.18\|142.01\|146.71\|137.00\|88489;2026-04-10\|144.20\|0.28\|138.67\|146.50\|137.69\|74282;2026-04-13\|142.93\|-0.88\|141.02\|147.20\|138.76\|64285;2026-04-14\|151.59\|6.06\|147.77\|158.50\|144.68\|80179;2026-04-15\|149.75\|-1.21\|150.84\|155.00\|147.81\|52853;2026-04-16\|154.36\|3.08\|153.75\|157.21\|148.00\|52499;2026-04-17\|162.14\|5.04\|154.46\|171.86\|149.35\|91634;2026-04-20\|153.90\|-5.08\|160.41\|161.89\|151.92\|82009;2026-04-21\|154.80\|0.58\|153.01\|158.87\|152.01\|53103;2026-04-22\|164.06\|5.98\|153.97\|165.00\|153.46\|54214;2026-04-23\|162.43\|-0.99\|168.47\|171.80\|159.31\|54626;2026-04-24\|161.01\|-0.87\|159.89\|166.99\|159.27\|35904;2026-04-27\|161.15\|0.09\|161.00\|165.00\|158.32\|39787;2026-04-28\|156.47\|-2.90\|161.77\|165.80\|155.50\|56059;2026-04-29\|156.80\|0.21\|153.00\|160.90\|153.00\|39309;2026-04-30\|156.11\|-0.44\|155.01\|159.90\|154.50\|30413;2026-05-06\|163.52\|4.75\|157.33\|172.45\|154.00\|73667;2026-05-07\|165.91\|1.46\|163.29\|168.58\|161.50\|58809;2026-05-08\|170.71\|2.89\|162.97\|178.00\|162.00\|62379;2026-05-11\|179.55\|5.18\|170.71\|181.88\|170.71\|56795;2026-05-12\|199.50\|11.11\|178.33\|201.00\|173.00\|90547;2026-05-13\|194.74\|-2.39\|204.51\|208.00\|190.62\|76190;2026-05-14\|195.15\|0.21\|201.72\|203.00\|184.15\|83247;2026-05-15\|188.58\|-3.37\|191.98\|203.00\|185.64\|64966;2026-05-18\|185.39\|-1.69\|186.08\|192.99\|182.80\|41723;2026-05-19\|193.70\|4.48\|183.13\|195.00\|181.66\|49343;2026-05-20\|205.00\|5.83\|192.50\|216.28\|188.28\|63726;2026-05-21\|187.00\|-8.78\|208.11\|215.80\|183.00\|71794;2026-05-22\|202.30\|8.24\|189.14\|208.00\|185.00\|69541;2026-05-25\|210.50\|4.05\|200.00\|214.97\|199.01\|54781;2026-05-26\|197.50\|-6.18\|209.48\|210.50\|193.02\|50075;2026-05-27\|182.05\|-7.82\|197.88\|200.01\|178.74\|55686;2026-05-28\|193.55\|6.32\|181.50\|195.66\|179.12\|49003;2026-05-29\|177.00\|-8.55\|192.40\|193.55\|175.19\|53542;2026-06-01\|166.49\|-5.94\|175.00\|178.84\|165.33\|44502;2026-06-02\|164.67\|-1.09\|166.00\|169.62\|161.60\|36814;2026-06-03\|163.81\|-0.52\|162.62\|172.00\|160.00\|41205;2026-06-04\|169.73\|3.61\|161.97\|171.80\|160.50\|50792;2026-06-05\|168.20\|-0.90\|171.59\|178.84\|161.00\|68263;2026-06-08\|157.56\|-6.33\|158.62\|165.00\|154.55\|46054;2026-06-09\|162.20\|2.94\|161.16\|165.00\|157.85\|37640;2026-06-10\|157.72\|-2.76\|159.20\|164.20\|155.60\|30610;2026-06-11\|159.00\|0.81\|158.68\|165.55\|157.00\|41631;2026-06-12\|164.16\|3.25\|163.99\|170.10\|162.50\|49478;2026-06-15\|173.12\|5.46\|162.34\|173.80\|158.69\|55040;2026-06-16\|174.61\|0.86\|172.26\|176.77\|165.68\|68299;2026-06-17\|202.00\|15.69\|169.20\|206.01\|167.49\|100435;2026-06-18\|210.61\|4.26\|193.03\|212.98\|193.00\|85514;2026-06-22\|206.58\|-1.91\|214.20\|215.80\|198.36\|58392;2026-06-23\|200.23\|-3.07\|207.00\|209.92\|198.00\|48693;2026-06-24\|200.00\|-0.11\|198.97\|205.00\|194.00\|42429;2026-06-25\|227.01\|13.51\|202.81\|240.00\|200.10\|93293;2026-06-26\|243.80\|7.40\|248.10\|253.35\|234.31\|103446;2026-06-29\|261.12\|7.10\|245.70\|276.28\|245.70\|88113;2026-06-30\|288.64\|10.54\|264.01\|294.50\|264.01\|75519;2026-07-01\|284.80\|-1.33\|286.14\|289.79\|273.78\|66854;2026-07-02\|259.00\|-9.06\|267.75\|277.62\|256.61\|62496;2026-07-03\|250.13\|-3.42\|260.49\|265.57\|247.85\|39472;2026-07-06\|248.25\|-0.75\|250.00\|262.58\|243.00\|42586;2026-07-07\|243.09\|-2.08\|247.45\|250.99\|237.00\|32146;2026-07-08\|251.66\|3.53\|242.67\|259.46\|228.98\|50296;2026-07-09\|274.64\|9.13\|255.01\|276.00\|247.43\|56289;2026-07-10\|273.05\|-0.58\|271.37\|295.00\|271.37\|61907
116968	消息称台积电先进制程代工将全线涨价	电子化学品+电子级磷酸+光刻胶+国企行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年4月30日互动易，公司IPO募投项目建设总体已接近尾声，其中“3万吨/年电子级磷酸项目”已建成投产，“2万吨/年电子级氨水联产1万吨/年电子级氨气项目”已建成，目前处于试运行测试阶段，“4万吨/年超高纯电子化学品项目（上海）”目前基本完工。 2、据2026年3月31日年报，公司核心产品电子级磷酸在国内半导体领域市占率全国第一，电子级硫酸处于国内第一梯队，2025年集成电路领域销售收入占主营业务收入比例达89.87%。 3、据2026年4月27日机构调研，公司以自有资金收购光刻胶用光引发剂制备专有技术及实验设备，瞄准g/i线光刻胶光引发剂进行产业化，预计年内可投产30吨产线。 4、据2026年3月31日年报，公司最终控制人为兴山县人民政府国有资产监督管理局，属于国有企业。	SK海力士、长存资本新进公司2026Q1前十大流通股东	2026-03-03\|54.90\|-11.27\|61.00\|61.80\|54.37\|85026;2026-03-04\|54.26\|-1.17\|54.70\|57.26\|54.00\|59007;2026-03-05\|55.66\|2.58\|56.00\|57.55\|54.78\|52147;2026-03-06\|54.35\|-2.35\|55.00\|56.00\|53.28\|73502;2026-03-09\|52.00\|-4.32\|52.88\|52.88\|50.33\|64949;2026-03-10\|52.60\|1.15\|53.61\|53.93\|51.50\|60416;2026-03-11\|51.81\|-1.50\|52.99\|54.60\|51.73\|52479;2026-03-12\|50.80\|-1.95\|51.60\|52.20\|49.96\|56017;2026-03-13\|50.40\|-0.79\|50.88\|51.67\|49.50\|45662;2026-03-16\|51.92\|3.02\|50.46\|51.98\|48.50\|57134;2026-03-17\|50.02\|-3.66\|51.81\|51.90\|49.38\|65231;2026-03-18\|50.82\|1.60\|50.58\|51.33\|49.52\|29979;2026-03-19\|47.89\|-5.77\|49.80\|50.15\|47.60\|55001;2026-03-20\|46.76\|-2.36\|48.49\|48.80\|46.61\|49997;2026-03-23\|44.32\|-5.22\|45.60\|46.20\|44.00\|50567;2026-03-24\|45.49\|2.64\|45.43\|45.60\|43.24\|41632;2026-03-25\|47.08\|3.50\|46.20\|48.38\|45.82\|49432;2026-03-26\|46.10\|-2.08\|47.00\|47.05\|45.55\|27134;2026-03-27\|47.43\|2.88\|45.14\|47.66\|44.90\|35480;2026-03-30\|47.85\|0.89\|47.18\|48.71\|46.40\|39587;2026-03-31\|45.66\|-4.58\|47.50\|47.77\|45.54\|35082;2026-04-01\|46.60\|2.06\|47.55\|47.83\|46.28\|34101;2026-04-02\|44.59\|-4.31\|46.80\|46.88\|44.38\|34260;2026-04-03\|44.99\|0.90\|44.90\|45.84\|44.60\|29958;2026-04-07\|44.70\|-0.64\|45.58\|46.17\|44.60\|23234;2026-04-08\|49.20\|10.07\|46.05\|49.45\|45.60\|73252;2026-04-09\|48.45\|-1.52\|48.00\|49.21\|47.91\|36736;2026-04-10\|48.99\|1.11\|49.68\|50.25\|48.75\|49296;2026-04-13\|49.52\|1.08\|48.50\|50.19\|48.37\|49400;2026-04-14\|50.56\|2.10\|50.60\|51.77\|50.15\|56897;2026-04-15\|52.08\|3.01\|51.00\|54.34\|50.51\|88632;2026-04-16\|52.25\|0.33\|52.33\|53.15\|51.10\|52114;2026-04-17\|51.80\|-0.86\|51.92\|52.68\|51.33\|41353;2026-04-20\|52.71\|1.76\|51.90\|53.56\|51.09\|53267;2026-04-21\|53.01\|0.57\|52.27\|53.76\|50.83\|51907;2026-04-22\|52.60\|-0.77\|53.00\|53.73\|51.90\|49882;2026-04-23\|51.50\|-2.09\|53.20\|53.81\|50.96\|44965;2026-04-24\|51.56\|0.12\|51.00\|53.68\|51.00\|59980;2026-04-27\|54.11\|4.95\|51.51\|55.70\|51.51\|100791;2026-04-28\|52.91\|-2.22\|53.86\|55.51\|52.78\|78317;2026-04-29\|52.05\|-1.63\|52.78\|52.93\|51.25\|67897;2026-04-30\|54.89\|5.46\|52.18\|55.49\|52.00\|99984;2026-05-06\|55.16\|0.49\|56.00\|58.46\|54.70\|113981;2026-05-07\|59.00\|6.96\|55.80\|59.87\|55.40\|111732;2026-05-08\|63.00\|6.78\|59.60\|66.66\|58.11\|206501;2026-05-11\|75.60\|20.00\|72.02\|75.60\|71.55\|272601;2026-05-12\|80.00\|5.82\|77.00\|83.08\|75.16\|351126;2026-05-13\|90.22\|12.78\|75.70\|94.93\|75.70\|329722;2026-05-14\|89.04\|-1.31\|89.65\|94.55\|86.00\|263458;2026-05-15\|92.67\|4.08\|90.73\|97.00\|85.50\|262718;2026-05-18\|93.90\|1.33\|93.00\|98.00\|90.29\|225134;2026-05-19\|87.30\|-7.03\|88.99\|89.00\|82.01\|250564;2026-05-20\|86.50\|-0.92\|87.50\|89.34\|83.10\|234398;2026-05-21\|78.39\|-9.38\|88.99\|91.73\|77.96\|296307;2026-05-22\|82.00\|4.61\|78.94\|83.01\|76.84\|190606;2026-05-25\|81.16\|-1.02\|81.80\|82.54\|78.11\|156157;2026-05-26\|77.39\|-4.65\|81.20\|82.20\|76.19\|147993;2026-05-27\|76.14\|-1.62\|79.00\|79.66\|75.23\|140090;2026-05-28\|80.74\|6.04\|75.00\|81.98\|74.99\|182354;2026-05-29\|75.20\|-6.86\|79.90\|81.44\|74.21\|141912;2026-06-01\|74.27\|-1.24\|75.91\|76.90\|72.80\|110804;2026-06-02\|75.03\|1.02\|73.51\|76.00\|72.92\|82964;2026-06-03\|78.82\|5.05\|75.00\|82.20\|74.01\|160312;2026-06-04\|89.86\|14.01\|77.25\|90.66\|76.11\|241757;2026-06-05\|86.16\|-4.12\|87.00\|90.75\|84.91\|167466;2026-06-08\|80.50\|-6.57\|81.91\|84.50\|79.60\|146068;2026-06-09\|82.82\|2.88\|83.32\|85.67\|79.39\|136722;2026-06-10\|87.10\|5.17\|80.83\|90.02\|80.00\|211667;2026-06-11\|104.52\|20.00\|91.50\|104.52\|91.00\|198569;2026-06-12\|108.00\|3.63\|111.69\|111.69\|98.00\|335256;2026-06-15\|115.00\|6.48\|108.00\|115.88\|104.80\|247160;2026-06-16\|109.09\|-5.14\|112.82\|120.00\|108.77\|228910;2026-06-17\|114.00\|4.50\|104.22\|117.17\|101.10\|271987;2026-06-18\|109.76\|-3.72\|110.00\|112.20\|106.73\|184438;2026-06-22\|113.60\|3.50\|112.50\|117.68\|108.00\|195539;2026-06-23\|104.80\|-7.75\|112.52\|113.49\|103.18\|156320;2026-06-24\|110.25\|5.20\|102.55\|112.55\|101.23\|161701;2026-06-25\|125.70\|14.01\|114.78\|132.30\|105.70\|314296;2026-06-26\|118.30\|-5.89\|121.00\|129.98\|118.00\|252256;2026-06-29\|134.66\|13.83\|122.00\|135.00\|115.08\|253495;2026-06-30\|133.06\|-1.19\|128.50\|138.10\|125.00\|197352;2026-07-01\|140.90\|5.89\|133.00\|148.38\|132.00\|220207;2026-07-02\|125.57\|-10.88\|132.10\|137.98\|120.01\|171019;2026-07-03\|112.81\|-10.16\|121.60\|125.88\|112.80\|194677;2026-07-06\|109.88\|-2.60\|114.77\|115.90\|104.58\|163825;2026-07-07\|107.79\|-1.90\|108.14\|111.06\|105.00\|109259;2026-07-08\|111.21\|3.17\|109.37\|115.78\|104.00\|143929;2026-07-09\|119.59\|7.54\|116.00\|120.58\|115.20\|149488;2026-07-10\|111.00\|-7.18\|120.50\|126.58\|109.99\|18396295
116967	消息称台积电先进制程代工将全线涨价	HITS先进封装+存储芯片+显示驱动封测行业原因：据财闻6月23日消息，花旗近日大幅上调长电科技、通富微电、华天科技目标价，其核心判断是封测行业已从周期性服务提供商转变为先进封装的关键赋能者，在AI和HPC驱动下进入前所未有的超级景气周期，行业估值基准被重塑。公司原因： 1、据2026年6月18日公告，公司拟出资4亿元与关联方共同设立合资公司合肥晶瑞旺科技有限公司，布局HITS先进封装工艺平台，旨在把握人工智能及高性能计算领域的市场增长机遇。 2、据2026年3月20日年报，公司2025年以战略投资方式切入DRAM封测业务，形成“显示+存储”双轮驱动格局，投资标的鑫丰科技为境内少数具备LPDDR5量产封装能力的厂商。 3、据2026年3月20日年报，公司是全球少数可以实现显示驱动芯片封装测试服务一体化的企业，已跻身全球显示驱动芯片封测领域第一梯队，2025年营收达178,313.55万元，同比增长18.79%。	国内显示驱动芯片封测领域龙头，以前段金凸块制造为核心，具备显示驱动芯片全制程封装测试综合服务能力	2026-03-03\|16.82\|-7.84\|18.41\|18.41\|16.52\|435351;2026-03-04\|16.40\|-2.50\|16.48\|17.04\|16.33\|274537;2026-03-05\|16.81\|2.50\|16.88\|17.36\|16.71\|370347;2026-03-06\|16.84\|0.18\|16.80\|17.15\|16.53\|214057;2026-03-09\|16.04\|-4.75\|16.45\|16.45\|15.38\|489098;2026-03-10\|16.44\|2.49\|16.34\|16.63\|16.26\|298704;2026-03-11\|16.13\|-1.89\|16.57\|16.70\|15.98\|273971;2026-03-12\|15.72\|-2.54\|16.08\|16.16\|15.50\|232063;2026-03-13\|15.32\|-2.54\|15.60\|15.82\|15.29\|287251;2026-03-16\|15.60\|1.83\|15.35\|15.71\|14.99\|294542;2026-03-17\|14.89\|-4.55\|15.59\|15.60\|14.85\|306812;2026-03-18\|15.45\|3.76\|15.00\|15.50\|14.76\|356966;2026-03-19\|14.85\|-3.88\|15.15\|15.17\|14.81\|337172;2026-03-20\|14.44\|-2.76\|15.00\|15.10\|14.42\|340497;2026-03-23\|13.78\|-4.57\|14.17\|14.42\|13.65\|410291;2026-03-24\|14.10\|2.32\|14.00\|14.15\|13.44\|308487;2026-03-25\|14.35\|1.77\|14.19\|14.63\|14.10\|246751;2026-03-26\|14.60\|1.74\|14.25\|15.05\|14.16\|518386;2026-03-27\|14.63\|0.21\|14.20\|14.85\|14.10\|311905;2026-03-30\|14.62\|-0.07\|14.34\|14.69\|14.16\|245126;2026-03-31\|14.28\|-2.33\|14.50\|14.63\|14.25\|266034;2026-04-01\|14.70\|2.94\|14.60\|14.87\|14.50\|306572;2026-04-02\|13.87\|-5.65\|14.60\|14.60\|13.78\|366067;2026-04-03\|13.87\|0.00\|13.99\|14.10\|13.76\|175565;2026-04-07\|14.18\|2.23\|13.95\|14.24\|13.88\|208416;2026-04-08\|14.97\|5.57\|14.58\|14.98\|14.50\|454933;2026-04-09\|15.99\|6.81\|14.70\|16.84\|14.58\|890422;2026-04-10\|16.30\|1.94\|16.40\|16.70\|15.97\|641426;2026-04-13\|16.00\|-1.84\|16.10\|16.27\|15.80\|344444;2026-04-14\|16.13\|0.81\|16.19\|16.48\|15.93\|455520;2026-04-15\|15.77\|-2.23\|16.20\|16.46\|15.72\|388550;2026-04-16\|16.88\|7.04\|15.70\|16.94\|15.57\|614357;2026-04-17\|17.59\|4.21\|17.12\|17.97\|16.90\|843118;2026-04-20\|16.92\|-3.81\|17.63\|17.82\|16.80\|619527;2026-04-21\|16.50\|-2.48\|16.80\|16.85\|16.04\|531677;2026-04-22\|17.58\|6.55\|16.36\|17.77\|16.08\|689897;2026-04-23\|16.35\|-7.00\|17.66\|17.76\|16.30\|740505;2026-04-24\|16.08\|-1.65\|16.34\|16.60\|15.95\|397502;2026-04-27\|16.85\|4.79\|16.15\|17.28\|16.12\|595339;2026-04-28\|16.24\|-3.62\|16.76\|17.15\|16.14\|468772;2026-04-29\|16.23\|-0.06\|16.15\|16.42\|15.68\|386649;2026-04-30\|17.01\|4.81\|15.50\|17.11\|15.39\|767576;2026-05-06\|17.27\|1.53\|17.35\|18.14\|17.20\|824017;2026-05-07\|18.64\|7.93\|17.49\|18.77\|17.16\|780560;2026-05-08\|18.21\|-2.31\|18.27\|18.63\|18.02\|516876;2026-05-11\|18.65\|2.42\|18.67\|19.23\|18.38\|729804;2026-05-12\|18.34\|-1.66\|18.70\|18.73\|18.07\|485792;2026-05-13\|20.01\|9.11\|17.98\|20.42\|17.70\|1146872;2026-05-14\|19.18\|-4.15\|19.88\|19.88\|19.07\|771040;2026-05-15\|19.31\|0.68\|19.50\|19.85\|18.57\|698544;2026-05-18\|20.82\|7.82\|20.30\|22.65\|19.43\|1266115;2026-05-19\|20.43\|-1.87\|20.51\|20.64\|19.54\|866397;2026-05-20\|20.74\|1.77\|20.35\|21.20\|20.13\|727934;2026-05-21\|19.40\|-6.46\|20.81\|21.48\|19.06\|876415;2026-05-22\|19.75\|1.80\|19.50\|19.94\|18.60\|760722;2026-05-25\|21.89\|10.84\|19.60\|22.50\|19.12\|1087388;2026-05-26\|21.60\|-1.32\|22.18\|22.88\|20.84\|882451;2026-05-27\|20.19\|-6.53\|21.76\|22.17\|19.98\|758401;2026-05-28\|22.50\|11.44\|20.36\|23.05\|20.10\|966814;2026-05-29\|21.10\|-6.22\|22.50\|22.90\|20.85\|797638;2026-06-01\|19.74\|-6.45\|20.88\|21.50\|19.70\|634573;2026-06-02\|19.58\|-0.81\|19.68\|20.08\|18.71\|580321;2026-06-03\|19.37\|-1.07\|19.52\|20.44\|19.19\|575959;2026-06-04\|20.18\|4.18\|18.90\|20.71\|18.83\|579622;2026-06-05\|22.50\|11.50\|19.80\|23.50\|19.02\|1363364;2026-06-08\|22.48\|-0.09\|21.02\|23.36\|20.80\|939086;2026-06-09\|23.96\|6.58\|23.28\|24.38\|22.53\|838026;2026-06-10\|24.55\|2.46\|23.55\|25.19\|23.08\|802368;2026-06-11\|25.20\|2.65\|25.41\|28.24\|24.51\|1457710;2026-06-12\|24.44\|-3.02\|25.95\|26.35\|24.25\|951473;2026-06-15\|26.70\|9.25\|24.66\|26.80\|23.51\|829241;2026-06-16\|26.96\|0.97\|27.47\|28.86\|26.70\|858244;2026-06-17\|28.82\|6.90\|27.00\|28.98\|26.41\|899758;2026-06-18\|30.05\|4.27\|29.88\|32.10\|29.41\|1112989;2026-06-22\|29.94\|-0.37\|30.53\|31.57\|28.82\|844975;2026-06-23\|30.17\|0.77\|30.80\|32.50\|29.44\|825660;2026-06-24\|36.20\|19.99\|32.00\|36.20\|32.00\|845099;2026-06-25\|41.30\|14.09\|40.00\|43.30\|39.00\|1652702;2026-06-26\|39.30\|-4.84\|40.00\|40.77\|38.38\|993193;2026-06-29\|40.02\|1.83\|39.60\|41.00\|35.10\|1202982;2026-06-30\|39.70\|-0.80\|39.80\|40.90\|38.29\|972585;2026-07-01\|40.35\|1.64\|40.88\|41.56\|38.20\|922856;2026-07-02\|39.07\|-3.17\|38.60\|43.03\|36.54\|992592;2026-07-03\|35.31\|-9.62\|38.46\|38.98\|35.13\|911266;2026-07-06\|35.95\|1.81\|36.57\|37.87\|34.17\|883580;2026-07-07\|36.80\|2.36\|35.67\|37.75\|34.58\|581561;2026-07-08\|34.65\|-5.84\|36.80\|37.89\|33.26\|592453;2026-07-09\|39.65\|14.43\|36.96\|39.74\|35.93\|927595;2026-07-10\|35.60\|-10.21\|39.66\|40.44\|35.60\|86566181
116966	消息称台积电先进制程代工将全线涨价	涨停揭秘：台积电先进制程代工全线涨价，公司功率芯片与运动控制器双主线受益于产业链价值再分配；涨停缘由：功率芯片及控制器均依赖先进制程，涨价推动盈利修复，电动两轮车智能化升级拉动控制器需求；资金逻辑：功率半导体与机器人交叉板块资金活跃，6月25日量价齐升，主力与游资同步介入；风险提示：功率芯片业务规模小，客户导入周期长，运动控制器竞争激烈，原材料价格波动影响毛利	公司主要从事运动控制产品、功率芯片的研产销，主要产品可以具体分为晶圆、封装成品和运动控制器、运动控制模块等四类	2026-03-03\|38.03\|-2.84\|39.29\|39.75\|38.01\|14619;2026-03-04\|37.60\|-1.13\|37.84\|38.34\|37.07\|10650;2026-03-05\|38.34\|1.97\|38.10\|39.09\|37.98\|8473;2026-03-06\|39.17\|2.16\|38.34\|39.40\|38.22\|7921;2026-03-09\|38.97\|-0.51\|38.69\|39.20\|38.06\|12767;2026-03-10\|40.29\|3.39\|39.09\|40.38\|39.09\|10991;2026-03-11\|40.15\|-0.35\|40.48\|40.79\|40.08\|9367;2026-03-12\|39.69\|-1.15\|40.10\|40.49\|39.51\|10150;2026-03-13\|39.53\|-0.40\|39.69\|40.29\|39.26\|7309;2026-03-16\|39.62\|0.23\|39.37\|40.00\|39.22\|7480;2026-03-17\|38.43\|-3.00\|39.80\|39.86\|38.40\|7728;2026-03-18\|39.60\|3.04\|38.62\|39.64\|38.39\|7457;2026-03-19\|38.42\|-2.98\|39.18\|39.45\|38.18\|8122;2026-03-20\|36.87\|-4.03\|38.56\|38.82\|36.80\|11811;2026-03-23\|34.84\|-5.51\|36.21\|36.29\|34.37\|18950;2026-03-24\|35.88\|2.99\|35.71\|35.95\|34.55\|12246;2026-03-25\|36.52\|1.78\|35.88\|37.05\|35.88\|9836;2026-03-26\|35.86\|-1.81\|36.52\|36.83\|35.68\|8711;2026-03-27\|36.34\|1.34\|35.50\|36.51\|35.50\|8207;2026-03-30\|37.05\|1.95\|36.18\|37.07\|35.68\|9294;2026-03-31\|36.81\|-0.65\|37.12\|37.85\|36.46\|8146;2026-04-01\|37.34\|1.44\|37.23\|37.79\|36.95\|7569;2026-04-02\|36.82\|-1.39\|37.54\|37.63\|36.39\|6501;2026-04-03\|36.21\|-1.66\|36.95\|37.10\|36.05\|7725;2026-04-07\|36.72\|1.41\|36.21\|37.12\|35.51\|8021;2026-04-08\|38.16\|3.92\|37.50\|38.26\|37.15\|9260;2026-04-09\|37.88\|-0.73\|37.95\|38.30\|37.80\|7809;2026-04-10\|38.57\|1.82\|38.11\|38.87\|37.89\|8855;2026-04-13\|39.05\|1.24\|39.00\|39.49\|38.00\|9208;2026-04-14\|39.15\|0.26\|39.66\|39.75\|38.65\|8988;2026-04-15\|39.18\|0.08\|39.17\|39.66\|39.01\|9245;2026-04-16\|39.44\|0.66\|39.38\|39.68\|39.17\|7533;2026-04-17\|39.80\|0.91\|39.44\|39.84\|39.23\|9089;2026-04-20\|40.04\|0.60\|39.72\|40.15\|39.53\|8545;2026-04-21\|39.64\|-1.00\|40.04\|40.25\|39.38\|7252;2026-04-22\|40.43\|1.99\|39.79\|40.78\|39.32\|19250;2026-04-23\|39.63\|-1.98\|40.52\|40.57\|39.32\|10268;2026-04-24\|39.69\|0.15\|39.47\|40.00\|39.01\|7633;2026-04-27\|40.15\|1.16\|39.90\|40.38\|39.20\|8358;2026-04-28\|40.99\|2.09\|40.88\|42.00\|40.51\|19697;2026-04-29\|42.09\|2.68\|40.90\|42.45\|40.27\|19280;2026-04-30\|42.59\|1.19\|42.11\|42.64\|41.50\|20507;2026-05-06\|42.91\|0.75\|42.93\|44.39\|42.81\|29018;2026-05-07\|43.18\|0.63\|42.92\|43.39\|42.49\|17094;2026-05-08\|43.06\|-0.28\|43.14\|43.44\|42.73\|12931;2026-05-11\|43.80\|1.72\|43.08\|44.18\|42.89\|15930;2026-05-12\|42.82\|-2.24\|43.77\|44.10\|42.33\|16111;2026-05-13\|43.10\|0.65\|42.65\|43.46\|42.19\|12175;2026-05-14\|43.33\|0.53\|43.32\|43.86\|42.76\|13114;2026-05-15\|42.93\|-0.92\|43.26\|43.77\|42.55\|11518;2026-05-18\|43.70\|1.79\|43.04\|44.17\|42.62\|13375;2026-05-19\|43.56\|-0.32\|43.71\|44.10\|42.85\|10470;2026-05-20\|44.10\|1.24\|43.56\|44.55\|43.30\|16738;2026-05-21\|42.28\|-4.13\|44.21\|45.00\|42.21\|25417;2026-05-22\|43.97\|4.00\|42.28\|44.38\|41.64\|25572;2026-05-25\|43.10\|-1.98\|44.10\|44.39\|42.44\|25079;2026-05-26\|42.44\|-1.53\|42.80\|43.15\|41.88\|17552;2026-05-27\|41.15\|-3.04\|42.54\|42.54\|40.87\|18545;2026-05-28\|41.50\|0.85\|41.14\|41.90\|40.04\|13420;2026-05-29\|38.98\|-6.07\|41.50\|42.24\|38.38\|20155;2026-06-01\|39.45\|1.21\|39.10\|40.25\|38.66\|13218;2026-06-02\|38.32\|-2.86\|39.45\|40.12\|37.94\|12241;2026-06-03\|45.88\|19.73\|38.31\|45.88\|37.90\|19652;2026-06-04\|43.87\|-4.38\|41.30\|44.32\|39.62\|88645;2026-06-05\|47.45\|8.16\|41.66\|47.50\|40.03\|109177;2026-06-08\|45.58\|-3.94\|44.79\|49.35\|44.77\|103672;2026-06-09\|48.71\|6.87\|45.17\|49.22\|44.66\|98925;2026-06-10\|49.28\|1.17\|47.12\|50.40\|46.59\|88708;2026-06-11\|46.00\|-6.66\|48.26\|48.30\|45.39\|64927;2026-06-12\|45.19\|-1.76\|46.52\|47.80\|44.36\|59304;2026-06-15\|48.22\|6.71\|45.19\|48.39\|44.50\|63497;2026-06-16\|49.99\|3.89\|47.50\|52.25\|46.91\|84587;2026-06-17\|50.55\|1.12\|48.93\|51.14\|48.26\|57462;2026-06-18\|48.18\|-4.69\|50.05\|50.38\|48.18\|51414;2026-06-22\|47.50\|-1.41\|47.82\|48.13\|45.89\|51859;2026-06-23\|49.18\|3.54\|47.00\|49.66\|45.95\|57310;2026-06-24\|46.83\|-4.78\|48.00\|48.58\|46.20\|41102;2026-06-25\|54.63\|16.66\|46.50\|55.99\|45.77\|105737;2026-06-26\|54.23\|-0.73\|55.01\|56.88\|52.85\|71117;2026-06-29\|57.02\|5.14\|54.50\|59.33\|52.30\|76265;2026-06-30\|55.88\|-2.00\|56.03\|58.50\|55.28\|61075;2026-07-01\|53.82\|-3.69\|55.00\|56.42\|52.73\|56329;2026-07-02\|52.17\|-3.07\|52.49\|53.80\|50.10\|37125;2026-07-03\|54.07\|3.64\|52.41\|54.07\|50.67\|40166;2026-07-06\|52.93\|-2.11\|54.24\|56.09\|50.86\|36299;2026-07-07\|45.50\|-14.04\|52.70\|52.94\|44.72\|53927;2026-07-08\|41.74\|-8.26\|45.04\|45.50\|41.65\|41644;2026-07-09\|43.05\|3.14\|42.11\|43.20\|40.95\|31498;2026-07-10\|42.65\|-0.93\|42.69\|44.79\|42.42\|30277
116965	消息称台积电先进制程代工将全线涨价	涨停揭秘：台积电先进制程代工全线涨价，公司依托苹果链检测技术向半导体测试设备延伸，切入晶圆厂验证环节；涨停缘由：半导体测试设备国产替代空间大，涨价加速晶圆厂设备采购，检测环节优先受益；资金逻辑：半导体设备板块资金回流，6月25日主力大幅净流入，机构调研频次提升；风险提示：半导体检测设备尚处验证期，订单落地存不确定性，研发投入大致短期业绩承压，客户集中度高	国内领先的定制化工业自动化检测方案提供商；公司客户主要为苹果产业链企业，将在现有产品及技术基础上，进一步拓展产品向半导体等其他领域延伸，创造新的利润增长点	2026-03-03\|44.75\|-3.24\|46.14\|46.96\|44.71\|8183;2026-03-04\|44.25\|-1.12\|44.40\|45.17\|44.11\|6670;2026-03-05\|44.30\|0.11\|44.50\|45.38\|44.26\|6310;2026-03-06\|44.89\|1.33\|44.64\|45.24\|44.33\|5452;2026-03-09\|44.43\|-1.02\|45.01\|45.01\|43.03\|8030;2026-03-10\|45.51\|2.43\|44.87\|45.67\|44.74\|7164;2026-03-11\|45.06\|-0.99\|45.73\|45.88\|44.80\|5659;2026-03-12\|43.54\|-3.37\|45.28\|45.31\|43.30\|8374;2026-03-13\|42.73\|-1.86\|43.66\|43.87\|42.62\|10281;2026-03-16\|43.04\|0.73\|42.60\|43.72\|42.37\|8151;2026-03-17\|42.18\|-2.00\|43.05\|43.19\|41.94\|6694;2026-03-18\|43.15\|2.30\|42.49\|43.45\|41.78\|7799;2026-03-19\|41.43\|-3.99\|42.50\|42.65\|41.29\|6518;2026-03-20\|40.40\|-2.49\|41.42\|42.00\|40.31\|6951;2026-03-23\|37.60\|-6.93\|40.33\|40.33\|37.24\|12026;2026-03-24\|39.72\|5.64\|39.02\|39.93\|37.91\|10274;2026-03-25\|40.80\|2.72\|40.03\|41.10\|40.03\|6101;2026-03-26\|40.14\|-1.62\|40.40\|41.07\|39.79\|6088;2026-03-27\|40.42\|0.70\|39.19\|40.89\|39.19\|5461;2026-03-30\|40.36\|-0.15\|39.60\|40.66\|39.60\|4127;2026-03-31\|39.68\|-1.68\|40.50\|41.48\|39.62\|7396;2026-04-01\|40.35\|1.69\|40.72\|40.72\|39.76\|6078;2026-04-02\|39.58\|-1.91\|40.47\|40.47\|39.27\|5018;2026-04-03\|39.04\|-1.36\|40.00\|40.00\|38.47\|5701;2026-04-07\|39.32\|0.72\|38.08\|39.64\|38.08\|6176;2026-04-08\|41.24\|4.88\|40.00\|41.27\|40.00\|8276;2026-04-09\|40.39\|-2.06\|41.50\|41.50\|40.39\|5911;2026-04-10\|40.95\|1.39\|40.86\|41.78\|40.82\|6593;2026-04-13\|40.81\|-0.34\|41.00\|41.00\|40.35\|4662;2026-04-14\|41.37\|1.37\|41.01\|41.59\|40.81\|7352;2026-04-15\|40.79\|-1.40\|41.34\|41.99\|40.72\|7163;2026-04-16\|42.30\|3.70\|40.99\|42.30\|40.51\|8907;2026-04-17\|44.90\|6.15\|42.13\|45.15\|41.60\|22644;2026-04-20\|44.80\|-0.22\|44.75\|45.80\|44.35\|12833;2026-04-21\|45.18\|0.85\|44.66\|46.23\|43.43\|13282;2026-04-22\|48.21\|6.71\|44.97\|48.98\|44.70\|27145;2026-04-23\|48.36\|0.31\|47.55\|48.99\|46.82\|18327;2026-04-24\|48.90\|1.12\|47.66\|49.25\|47.66\|15648;2026-04-27\|51.49\|5.30\|48.90\|52.36\|48.90\|27733;2026-04-28\|51.14\|-0.68\|51.58\|52.28\|50.28\|16821;2026-04-29\|51.75\|1.19\|50.59\|52.80\|50.12\|21242;2026-04-30\|55.99\|8.19\|51.70\|56.56\|51.48\|25356;2026-05-06\|57.21\|2.18\|56.88\|57.98\|55.63\|22290;2026-05-07\|58.74\|2.67\|57.30\|59.22\|56.60\|21653;2026-05-08\|57.75\|-1.69\|58.55\|59.47\|56.08\|23117;2026-05-11\|60.09\|4.05\|57.30\|61.88\|57.30\|28174;2026-05-12\|58.01\|-3.46\|59.74\|60.99\|56.66\|22264;2026-05-13\|58.65\|1.10\|57.33\|60.39\|57.10\|18381;2026-05-14\|57.55\|-1.88\|58.65\|59.83\|56.66\|13798;2026-05-15\|59.83\|3.96\|58.03\|61.19\|57.05\|18445;2026-05-18\|59.88\|0.08\|58.55\|61.50\|57.88\|15455;2026-05-19\|60.00\|0.20\|60.87\|60.87\|58.70\|13132;2026-05-20\|60.90\|1.50\|59.94\|60.90\|58.97\|14647;2026-05-21\|57.06\|-6.31\|61.14\|62.15\|56.87\|22831;2026-05-22\|59.55\|4.36\|57.31\|59.82\|57.31\|18242;2026-05-25\|60.23\|1.14\|59.32\|60.51\|58.16\|17293;2026-05-26\|58.10\|-3.54\|60.00\|61.25\|57.30\|12755;2026-05-27\|57.15\|-1.64\|58.57\|58.66\|56.61\|12748;2026-05-28\|57.64\|0.86\|57.15\|59.11\|56.24\|14347;2026-05-29\|55.00\|-4.58\|57.34\|59.23\|53.88\|15165;2026-06-01\|53.42\|-2.87\|53.64\|55.24\|52.63\|17213;2026-06-02\|52.03\|-2.60\|52.87\|54.11\|51.51\|15449;2026-06-03\|52.66\|1.21\|52.67\|54.61\|51.77\|16012;2026-06-04\|55.62\|5.62\|52.00\|55.72\|51.42\|23691;2026-06-05\|56.20\|1.04\|56.33\|59.90\|53.81\|30091;2026-06-08\|53.62\|-4.59\|53.42\|56.68\|52.68\|18133;2026-06-09\|53.20\|-0.78\|54.69\|55.55\|52.86\|11674;2026-06-10\|51.89\|-2.46\|52.14\|53.20\|50.10\|14425;2026-06-11\|55.14\|6.26\|51.06\|55.50\|51.06\|15657;2026-06-12\|52.30\|-5.15\|54.70\|56.38\|51.68\|13430;2026-06-15\|53.09\|1.51\|52.44\|54.00\|52.43\|7716;2026-06-16\|56.50\|6.42\|53.09\|56.50\|52.41\|16185;2026-06-17\|58.45\|3.45\|55.98\|59.18\|55.92\|18503;2026-06-18\|58.96\|0.87\|58.35\|59.20\|56.88\|15540;2026-06-22\|52.00\|-11.80\|58.96\|59.29\|50.77\|24621;2026-06-23\|54.11\|4.06\|51.48\|55.10\|51.48\|20908;2026-06-24\|56.10\|3.68\|53.31\|56.50\|52.82\|19105;2026-06-25\|66.36\|18.29\|57.29\|66.65\|56.00\|40120;2026-06-26\|70.31\|5.95\|66.31\|72.36\|63.56\|52949;2026-06-29\|71.44\|1.61\|71.15\|73.67\|68.50\|40327;2026-06-30\|82.25\|15.13\|75.01\|82.80\|71.58\|38297;2026-07-01\|82.99\|0.90\|82.32\|84.95\|78.01\|32908;2026-07-02\|76.93\|-7.30\|82.35\|82.51\|76.44\|29284;2026-07-03\|75.80\|-1.47\|76.80\|79.09\|73.30\|22536;2026-07-06\|76.65\|1.12\|78.16\|80.00\|73.66\|21571;2026-07-07\|77.40\|0.98\|73.31\|79.88\|73.31\|24040;2026-07-08\|72.60\|-6.20\|77.41\|77.41\|67.10\|35796;2026-07-09\|75.90\|4.55\|73.71\|76.20\|71.95\|20247;2026-07-10\|76.97\|1.41\|74.00\|79.40\|74.00\|1813182
116964	消息称台积电先进制程代工将全线涨价	洁净室龙头+空气净化产品+一季报增长行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年6月12日投资者关系活动记录表，公司目前在国内半导体洁净室领域位于行业前列，市场占有率在30%，先进制程、HBM、先进封装等新技术对洁净室洁净等级要求更高，竞争格局更加集中。 2、据2026年一季报及2026年6月12日投资者关系活动记录表，公司2026年一季度实现营业收入4.58亿元，同比增长44.52%；目前公司在手订单依旧饱满，大约可以覆盖6-9个月的产能。 3、公司是国内洁净室设备领军企业，主营业务为空气净化产品，主要产品包含风机过滤单元及过滤器等，客户覆盖国内外知名半导体龙头厂商，具备半导体洁净室全方位解决方案能力。	公司为半导体行业提供国际最高洁净等级标准（ISO Class 1 级）洁净环境提供EFU（超薄型设备端自带风机过滤机组）及ULPA（超高效过滤器）等产品	2026-03-03\|60.01\|-5.94\|63.53\|64.56\|60.00\|27176;2026-03-04\|59.16\|-1.42\|59.49\|60.78\|58.77\|16816;2026-03-05\|59.65\|0.83\|60.58\|61.39\|59.02\|14016;2026-03-06\|59.00\|-1.09\|59.10\|60.50\|58.79\|10391;2026-03-09\|57.41\|-2.69\|57.28\|57.96\|53.81\|33201;2026-03-10\|59.31\|3.31\|57.50\|60.28\|57.50\|18392;2026-03-11\|57.69\|-2.73\|59.99\|60.22\|56.96\|16555;2026-03-12\|55.94\|-3.03\|57.70\|58.30\|55.20\|17149;2026-03-13\|56.76\|1.47\|55.89\|58.96\|55.23\|21894;2026-03-16\|59.55\|4.92\|56.76\|59.69\|56.31\|26866;2026-03-17\|61.45\|3.19\|59.72\|64.31\|58.80\|43435;2026-03-18\|61.09\|-0.59\|61.50\|62.20\|57.86\|29461;2026-03-19\|62.49\|2.29\|59.00\|63.99\|58.78\|31985;2026-03-20\|64.73\|3.58\|62.59\|66.66\|61.04\|36203;2026-03-23\|59.26\|-8.45\|60.73\|64.69\|58.50\|38696;2026-03-24\|61.00\|2.94\|60.20\|63.50\|58.24\|28789;2026-03-25\|62.81\|2.97\|62.23\|66.64\|62.15\|29088;2026-03-26\|59.48\|-5.30\|62.34\|62.79\|59.01\|25762;2026-03-27\|60.27\|1.33\|57.99\|61.00\|56.91\|17034;2026-03-30\|61.12\|1.41\|59.21\|62.40\|58.68\|17816;2026-03-31\|58.10\|-4.94\|60.90\|61.18\|57.71\|19447;2026-04-01\|63.59\|9.45\|59.56\|64.00\|59.10\|23836;2026-04-02\|60.38\|-5.05\|62.32\|63.28\|60.35\|15701;2026-04-03\|62.20\|3.01\|60.87\|63.98\|60.72\|23818;2026-04-07\|61.46\|-1.19\|63.30\|64.16\|60.30\|19010;2026-04-08\|65.84\|7.13\|63.28\|66.49\|62.55\|29203;2026-04-09\|68.81\|4.51\|65.15\|71.10\|65.00\|34338;2026-04-10\|69.09\|0.41\|69.50\|71.09\|66.77\|35555;2026-04-13\|71.00\|2.76\|69.01\|73.00\|68.69\|30007;2026-04-14\|70.66\|-0.48\|70.23\|73.17\|70.10\|34643;2026-04-15\|73.30\|3.74\|70.70\|74.57\|69.07\|33335;2026-04-16\|74.65\|1.84\|73.14\|75.28\|72.39\|25874;2026-04-17\|74.37\|-0.38\|73.66\|76.90\|72.55\|18465;2026-04-20\|71.59\|-3.74\|74.00\|74.34\|70.90\|30078;2026-04-21\|71.67\|0.11\|73.02\|73.44\|71.03\|15432;2026-04-22\|71.96\|0.40\|71.33\|73.00\|70.30\|19559;2026-04-23\|69.40\|-3.56\|72.66\|72.90\|68.10\|30527;2026-04-24\|70.44\|1.50\|67.80\|71.30\|67.80\|18004;2026-04-27\|64.65\|-8.22\|69.80\|71.98\|61.90\|63894;2026-04-28\|68.70\|6.26\|65.56\|71.36\|65.12\|48363;2026-04-29\|69.69\|1.44\|69.49\|72.16\|67.60\|24731;2026-04-30\|70.18\|0.70\|69.65\|71.37\|68.03\|23395;2026-05-06\|71.70\|2.17\|72.00\|73.10\|70.10\|29124;2026-05-07\|72.38\|0.95\|71.90\|73.20\|70.19\|20216;2026-05-08\|70.22\|-2.98\|71.00\|72.95\|69.74\|26270;2026-05-11\|75.05\|6.88\|71.49\|75.90\|71.05\|33078;2026-05-12\|76.80\|2.33\|74.52\|77.17\|72.82\|40861;2026-05-13\|76.23\|-0.74\|75.66\|77.26\|73.50\|29057;2026-05-14\|76.25\|0.03\|76.22\|79.54\|73.33\|38063;2026-05-15\|78.83\|3.38\|77.78\|81.47\|76.00\|41343;2026-05-18\|78.80\|-0.04\|82.00\|82.27\|77.25\|35111;2026-05-19\|85.50\|8.50\|78.53\|85.86\|77.20\|51275;2026-05-20\|83.46\|-2.39\|84.66\|85.00\|82.01\|37256;2026-05-21\|76.59\|-8.23\|83.01\|84.79\|76.01\|40625;2026-05-22\|81.08\|5.86\|77.64\|82.16\|75.00\|40880;2026-05-25\|82.24\|1.43\|83.68\|83.68\|79.56\|22919;2026-05-26\|78.49\|-4.56\|81.20\|83.68\|76.00\|21546;2026-05-27\|74.85\|-4.64\|77.64\|79.20\|74.10\|20925;2026-05-28\|75.00\|0.20\|74.18\|75.84\|73.52\|14212;2026-05-29\|69.72\|-7.04\|74.90\|74.90\|68.50\|25295;2026-06-01\|67.94\|-2.55\|69.72\|70.38\|67.33\|18831;2026-06-02\|67.71\|-0.34\|67.94\|68.84\|65.90\|19371;2026-06-03\|67.51\|-0.30\|67.76\|70.31\|66.86\|14998;2026-06-04\|70.30\|4.13\|66.33\|71.00\|66.01\|16132;2026-06-05\|69.34\|-1.37\|70.00\|70.80\|68.69\|14243;2026-06-08\|66.21\|-4.51\|66.00\|68.65\|65.23\|11825;2026-06-09\|73.88\|11.58\|67.99\|74.88\|66.50\|29414;2026-06-10\|72.60\|-1.73\|73.58\|77.18\|71.68\|23366;2026-06-11\|77.54\|6.80\|71.87\|82.17\|71.77\|42578;2026-06-12\|71.98\|-7.17\|79.90\|80.28\|71.55\|41361;2026-06-15\|78.00\|8.36\|72.55\|80.70\|72.00\|44233;2026-06-16\|80.15\|2.76\|78.20\|82.96\|76.10\|56053;2026-06-17\|83.74\|4.48\|78.92\|84.50\|78.17\|35707;2026-06-18\|78.73\|-5.98\|82.91\|83.16\|77.53\|38767;2026-06-22\|78.88\|0.19\|80.73\|83.60\|77.60\|34579;2026-06-23\|79.66\|1.18\|79.00\|82.44\|75.80\|33452;2026-06-24\|84.60\|6.20\|78.19\|86.63\|76.52\|37304;2026-06-25\|101.52\|20.00\|94.35\|101.52\|91.28\|80384;2026-06-26\|106.10\|4.51\|97.80\|111.11\|96.60\|113437;2026-06-29\|119.99\|13.09\|107.97\|127.32\|107.97\|114857;2026-06-30\|116.30\|-3.08\|118.80\|119.81\|109.30\|92739;2026-07-01\|112.58\|-3.20\|114.35\|125.23\|110.10\|87279;2026-07-02\|102.68\|-8.79\|103.00\|109.50\|99.90\|63727;2026-07-03\|98.21\|-4.35\|101.00\|103.99\|95.05\|58078;2026-07-06\|96.50\|-1.74\|101.10\|101.60\|93.32\|44120;2026-07-07\|94.04\|-2.55\|96.32\|97.79\|92.05\|39461;2026-07-08\|93.00\|-1.11\|95.99\|97.34\|88.01\|39894;2026-07-09\|98.70\|6.13\|95.52\|99.50\|92.50\|53104;2026-07-10\|96.57\|-2.16\|102.82\|111.90\|96.51\|7647980
116963	消息称台积电先进制程代工将全线涨价	模拟芯片+光模块+人形机器人行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年4月30日投资者关系活动记录表，公司是国内为数不多的全产品线布局光模块模拟芯片的企业，高效率大电流电源已应用于光模块头部客户，多款产品在光迅科技、华工正源、剑桥科技等国内头部光模块厂商中出货，并向海外头部厂商Coherent送样测试。 2、据2025年年报，公司低电压/超低功耗USB3.2Gen1 Redriver产品已应用到国内头部机器人中，并投资了全球实现高自由度灵巧手千台量产的企业灵心巧手，同时正在研发磁编码、马达驱动等产品以丰富机器人产品矩阵。 3、据2025年年报，公司主营高性能模拟芯片，产品覆盖信号链与电源管理，应用范围涵盖手机、电脑、汽车、服务器、光模块、智能穿戴、机器人和工业等领域，2025年毛利率为42.86%。	公司拟收购荣湃半导体100%股权，后者专注于高性能、高品质模拟芯片的设计、研发与销售，产品包括数字隔离器、隔离接口、隔离驱动、隔离采样、光MOS等系列产品，应用于汽车电子、工业控制、新能源、智能电表、智能家电等众多领域	2026-03-03\|22.92\|-5.01\|24.01\|24.27\|22.90\|50188;2026-03-04\|22.50\|-1.83\|22.57\|22.98\|22.42\|32973;2026-03-05\|22.89\|1.73\|22.90\|23.11\|22.65\|23382;2026-03-06\|23.11\|0.96\|22.99\|23.20\|22.71\|25625;2026-03-09\|22.87\|-1.04\|22.77\|22.90\|22.27\|35068;2026-03-10\|23.70\|3.63\|23.11\|23.74\|23.02\|34630;2026-03-11\|23.42\|-1.18\|23.70\|24.12\|23.37\|26947;2026-03-12\|23.17\|-1.07\|23.40\|23.56\|23.03\|23025;2026-03-13\|22.82\|-1.51\|23.01\|23.27\|22.80\|24051;2026-03-16\|23.89\|4.69\|22.80\|24.05\|22.52\|53159;2026-03-17\|23.96\|0.29\|23.66\|26.20\|23.66\|99334;2026-03-18\|24.05\|0.38\|23.81\|24.55\|23.73\|46934;2026-03-19\|22.89\|-4.82\|23.82\|23.83\|22.85\|50421;2026-03-20\|22.05\|-3.67\|23.00\|23.27\|22.03\|40458;2026-03-23\|20.43\|-7.35\|21.60\|21.73\|20.20\|51276;2026-03-24\|21.07\|3.13\|20.77\|21.10\|20.28\|27977;2026-03-25\|21.56\|2.33\|21.11\|21.98\|21.11\|31055;2026-03-26\|20.87\|-3.20\|21.49\|21.69\|20.80\|23628;2026-03-27\|21.24\|1.77\|20.63\|21.33\|20.46\|17092;2026-03-30\|21.15\|-0.42\|20.90\|21.23\|20.60\|21208;2026-03-31\|20.82\|-1.56\|21.20\|21.38\|20.81\|20228;2026-04-01\|21.26\|2.11\|21.22\|21.48\|21.06\|17154;2026-04-02\|20.81\|-2.12\|21.26\|21.34\|20.71\|19498;2026-04-03\|20.69\|-0.58\|20.91\|21.24\|20.57\|20558;2026-04-07\|21.37\|3.29\|20.74\|21.42\|20.51\|24540;2026-04-08\|22.39\|4.77\|21.94\|22.44\|21.69\|26793;2026-04-09\|23.00\|2.72\|22.29\|23.46\|22.08\|49354;2026-04-10\|22.93\|-0.30\|23.07\|23.34\|22.79\|27703;2026-04-13\|23.09\|0.70\|22.86\|23.73\|22.70\|29600;2026-04-14\|23.20\|0.48\|23.12\|23.44\|22.92\|30249;2026-04-15\|24.76\|6.72\|23.21\|25.01\|23.08\|110522;2026-04-16\|24.93\|0.69\|24.58\|25.98\|24.51\|93010;2026-04-17\|25.19\|1.04\|25.35\|25.78\|25.05\|53925;2026-04-20\|25.12\|-0.28\|25.14\|25.28\|24.72\|54804;2026-04-21\|24.98\|-0.56\|24.88\|25.13\|24.45\|35716;2026-04-22\|26.61\|6.53\|24.81\|27.08\|24.81\|126152;2026-04-23\|27.40\|2.97\|25.51\|28.70\|25.31\|238550;2026-04-24\|29.34\|7.08\|28.25\|29.85\|27.68\|218338;2026-04-27\|35.21\|20.01\|31.00\|35.21\|31.00\|249641;2026-04-28\|34.21\|-2.84\|34.97\|34.97\|32.03\|294340;2026-04-29\|32.95\|-3.68\|33.99\|34.00\|32.49\|149192;2026-04-30\|31.97\|-2.97\|33.02\|33.07\|31.66\|150306;2026-05-06\|33.51\|4.82\|31.57\|35.14\|30.00\|329799;2026-05-07\|34.24\|2.18\|33.40\|35.25\|31.61\|231421;2026-05-08\|33.41\|-2.42\|33.80\|34.94\|33.30\|156724;2026-05-11\|32.51\|-2.69\|33.50\|33.80\|32.03\|184007;2026-05-12\|34.20\|5.20\|32.99\|34.98\|31.63\|195294;2026-05-13\|35.92\|5.03\|33.48\|36.96\|33.07\|261389;2026-05-14\|37.12\|3.34\|36.20\|38.27\|35.33\|227052;2026-05-15\|34.69\|-6.55\|37.42\|40.79\|34.34\|323043;2026-05-18\|37.57\|8.30\|34.40\|38.88\|34.37\|262035;2026-05-19\|40.70\|8.33\|37.20\|41.27\|37.20\|234618;2026-05-20\|42.28\|3.88\|41.56\|42.36\|39.00\|190271;2026-05-21\|43.00\|1.70\|42.75\|45.49\|41.50\|233082;2026-05-22\|43.95\|2.21\|44.00\|45.48\|42.44\|207984;2026-05-25\|47.35\|7.74\|45.15\|52.52\|44.51\|257549;2026-05-26\|44.80\|-5.39\|47.06\|47.32\|44.10\|165246;2026-05-27\|44.90\|0.22\|45.50\|48.50\|44.00\|196043;2026-05-28\|46.63\|3.85\|43.95\|47.36\|42.98\|160207;2026-05-29\|44.92\|-3.67\|47.51\|49.99\|44.00\|182698;2026-06-01\|40.58\|-9.66\|44.00\|44.44\|40.50\|201167;2026-06-02\|39.43\|-2.83\|40.58\|41.55\|38.78\|137669;2026-06-03\|41.95\|6.39\|40.37\|44.30\|40.30\|164366;2026-06-04\|40.87\|-2.57\|40.80\|42.18\|40.35\|123828;2026-06-05\|38.33\|-6.21\|41.30\|41.35\|38.11\|149077;2026-06-08\|38.85\|1.36\|35.33\|42.30\|35.24\|201392;2026-06-09\|42.07\|8.29\|40.80\|42.99\|38.36\|125448;2026-06-10\|40.60\|-3.29\|41.21\|41.99\|38.90\|123657;2026-06-11\|41.00\|0.99\|41.58\|44.64\|40.70\|218743;2026-06-12\|41.20\|0.49\|42.27\|43.60\|40.95\|171426;2026-06-15\|43.79\|6.29\|42.02\|44.80\|40.68\|213737;2026-06-16\|46.45\|6.07\|43.38\|47.00\|42.90\|181527;2026-06-17\|50.38\|8.46\|45.55\|51.13\|44.63\|186187;2026-06-18\|48.00\|-4.72\|51.25\|51.35\|47.75\|175839;2026-06-22\|43.99\|-8.35\|49.00\|49.50\|42.40\|258547;2026-06-23\|43.76\|-0.52\|43.00\|45.08\|42.03\|141781;2026-06-24\|43.25\|-1.17\|43.14\|44.17\|41.63\|136090;2026-06-25\|51.90\|20.00\|44.45\|51.90\|42.96\|313944;2026-06-26\|51.51\|-0.75\|52.10\|55.01\|50.07\|250387;2026-06-29\|49.00\|-4.87\|51.76\|54.66\|46.91\|225006;2026-06-30\|53.50\|9.18\|48.10\|54.25\|48.02\|170936;2026-07-01\|53.19\|-0.58\|53.00\|55.00\|51.50\|146320;2026-07-02\|49.02\|-7.84\|49.99\|53.83\|48.60\|134686;2026-07-03\|47.20\|-3.71\|48.28\|50.59\|47.00\|119424;2026-07-06\|44.67\|-5.36\|47.20\|48.53\|43.33\|128432;2026-07-07\|43.65\|-2.28\|44.56\|45.00\|42.23\|79477;2026-07-08\|42.82\|-1.90\|44.00\|45.30\|41.16\|98442;2026-07-09\|44.90\|4.86\|43.82\|44.97\|42.10\|90684;2026-07-10\|41.37\|-7.86\|45.00\|45.71\|41.00\|12892537
116962	消息称台积电先进制程代工将全线涨价	页岩气收购+氦气+天然气+贵州国资行业原因：据CCTV国际时讯，当地时间6月8日，美国总统特朗普在参加一场为南卡罗来纳州联邦参议员格雷厄姆举行的电话助选活动时表示，美国将在未来两周内对伊朗取得“全面胜利”，届时油价将大幅下跌。美伊双方目前仍在进行谈判。公司原因： 1、据2026年5月30日公告，公司拟发行股份购买贵州页岩气勘探开发有限责任公司100%股权，目前审计、评估及尽职调查等工作正在有序推进中；据近日贵州媒体报道，标的公司实现高纯气体生产领域零的突破，高纯氦气日均产出超200立方米。 2、据2025年8月29日披露的2025年半年度报告，公司是贵州省供气规模最大、管网覆盖最广的城市燃气专业运营商，具备多气源供应优势，正推动向氢能等新能源领域延伸。 3、据2026年2月25日公告及公司信息，公司控股股东为贵州乌江能源投资有限公司，实际控制人为贵州省人民政府国有资产监督管理委员会。	公司拟发行股份购买贵州页岩气勘探开发有限责任公司100%股权，标的公司实现高纯气体生产领域零的突破，高纯氦气日均产出超200立方米	2026-03-03\|7.70\|10.00\|7.30\|7.70\|7.23\|1210098;2026-03-04\|7.15\|-7.14\|7.63\|7.63\|6.93\|913845;2026-03-05\|7.00\|-2.10\|7.10\|7.15\|6.90\|470836;2026-03-06\|6.96\|-0.57\|6.93\|7.00\|6.78\|347141;2026-03-09\|6.97\|0.14\|7.25\|7.36\|6.95\|531646;2026-03-10\|6.87\|-1.43\|6.81\|6.94\|6.77\|301304;2026-03-11\|6.83\|-0.58\|6.86\|6.86\|6.77\|234071;2026-03-12\|6.95\|1.76\|6.86\|7.02\|6.81\|324545;2026-03-13\|6.86\|-1.29\|6.91\|6.99\|6.85\|222947;2026-03-16\|6.87\|0.15\|6.86\|6.96\|6.84\|156566;2026-03-17\|6.77\|-1.46\|6.85\|6.85\|6.76\|184962;2026-03-18\|6.72\|-0.74\|6.75\|6.77\|6.66\|123556;2026-03-19\|6.91\|2.83\|6.80\|6.99\|6.77\|384808;2026-03-20\|6.70\|-3.04\|6.80\|6.86\|6.68\|260881;2026-03-23\|6.44\|-3.88\|6.73\|6.75\|6.38\|240743;2026-03-24\|6.48\|0.62\|6.45\|6.49\|6.23\|157889;2026-03-25\|6.51\|0.46\|6.42\|6.54\|6.40\|136590;2026-03-26\|6.46\|-0.77\|6.49\|6.53\|6.43\|116843;2026-03-27\|6.52\|0.93\|6.41\|6.52\|6.38\|119853;2026-03-30\|6.53\|0.15\|6.52\|6.60\|6.47\|106525;2026-03-31\|6.38\|-2.30\|6.50\|6.53\|6.37\|132213;2026-04-01\|6.39\|0.16\|6.41\|6.45\|6.37\|83805;2026-04-02\|6.40\|0.16\|6.39\|6.45\|6.39\|97078;2026-04-03\|6.22\|-2.81\|6.39\|6.41\|6.20\|116656;2026-04-07\|6.27\|0.80\|6.22\|6.28\|6.16\|55479;2026-04-08\|6.37\|1.59\|6.24\|6.37\|6.24\|92027;2026-04-09\|6.29\|-1.26\|6.36\|6.37\|6.26\|84281;2026-04-10\|6.31\|0.32\|6.29\|6.35\|6.29\|57293;2026-04-13\|6.33\|0.32\|6.34\|6.35\|6.27\|70297;2026-04-14\|6.32\|-0.16\|6.33\|6.35\|6.26\|75392;2026-04-15\|6.25\|-1.11\|6.31\|6.32\|6.24\|75556;2026-04-16\|6.26\|0.16\|6.24\|6.27\|6.22\|51256;2026-04-17\|6.22\|-0.64\|6.25\|6.26\|6.18\|58238;2026-04-20\|6.25\|0.48\|6.22\|6.26\|6.21\|47934;2026-04-21\|6.24\|-0.16\|6.25\|6.25\|6.21\|49133;2026-04-22\|6.29\|0.80\|6.24\|6.30\|6.22\|67946;2026-04-23\|6.35\|0.95\|6.28\|6.35\|6.23\|125551;2026-04-24\|6.30\|-0.79\|6.35\|6.38\|6.26\|86780;2026-04-27\|6.37\|1.11\|6.28\|6.38\|6.27\|92654;2026-04-28\|6.54\|2.67\|6.39\|6.57\|6.39\|203794;2026-04-29\|6.50\|-0.61\|6.50\|6.54\|6.46\|114234;2026-04-30\|6.47\|-0.46\|6.46\|6.49\|6.44\|90690;2026-05-06\|6.48\|0.15\|6.48\|6.52\|6.46\|90556;2026-05-07\|6.38\|-1.54\|6.48\|6.50\|6.37\|106001;2026-05-08\|6.42\|0.63\|6.40\|6.43\|6.35\|83483;2026-05-11\|6.42\|0.00\|6.42\|6.44\|6.39\|101276;2026-05-12\|6.34\|-1.25\|6.41\|6.46\|6.32\|89190;2026-05-13\|6.97\|9.94\|6.35\|6.97\|6.34\|600042;2026-05-14\|7.67\|10.04\|7.03\|7.67\|6.93\|960505;2026-05-15\|8.01\|4.43\|7.80\|8.30\|7.35\|1469611;2026-05-18\|8.81\|9.99\|7.62\|8.81\|7.62\|924622;2026-05-19\|9.69\|9.99\|9.40\|9.69\|9.30\|582541;2026-05-20\|9.83\|1.44\|10.29\|10.66\|9.80\|2209158;2026-05-21\|9.99\|1.63\|9.29\|10.15\|9.06\|1623165;2026-05-22\|10.42\|4.30\|9.65\|10.64\|9.60\|1322899;2026-05-25\|9.90\|-4.99\|10.08\|10.35\|9.77\|833324;2026-05-26\|10.03\|1.31\|9.90\|10.48\|9.71\|817942;2026-05-27\|9.65\|-3.79\|9.86\|10.42\|9.56\|638325;2026-05-28\|9.54\|-1.14\|9.56\|9.75\|9.18\|509107;2026-05-29\|9.35\|-1.99\|9.53\|9.62\|9.10\|444383;2026-06-01\|9.82\|5.03\|9.38\|10.28\|9.24\|627302;2026-06-02\|9.63\|-1.93\|9.72\|9.94\|9.33\|493371;2026-06-03\|9.26\|-3.84\|9.54\|9.63\|9.21\|396604;2026-06-04\|8.79\|-5.08\|9.17\|9.19\|8.70\|485284;2026-06-05\|8.66\|-1.48\|8.65\|8.91\|8.33\|448816;2026-06-08\|8.31\|-4.04\|8.41\|8.63\|8.06\|493749;2026-06-09\|9.14\|9.99\|8.23\|9.14\|8.00\|361110;2026-06-10\|9.31\|1.86\|9.07\|9.52\|8.81\|661254;2026-06-11\|9.18\|-1.40\|9.30\|9.56\|9.02\|453095;2026-06-12\|8.78\|-4.36\|9.06\|9.50\|8.78\|391754;2026-06-15\|8.72\|-0.57\|8.66\|8.96\|8.60\|392624;2026-06-16\|8.30\|-4.82\|8.71\|8.85\|8.28\|403484;2026-06-17\|8.04\|-3.13\|8.27\|8.41\|7.98\|487720;2026-06-18\|7.89\|-1.87\|8.03\|8.05\|7.75\|311489;2026-06-22\|7.63\|-3.30\|7.88\|7.89\|7.38\|325406;2026-06-23\|7.83\|2.62\|7.79\|8.08\|7.48\|341616;2026-06-24\|7.26\|-7.28\|7.73\|7.79\|7.21\|345381;2026-06-25\|7.99\|10.06\|7.25\|7.99\|7.03\|442926;2026-06-26\|7.26\|-9.14\|8.14\|8.14\|7.19\|813587;2026-06-29\|6.80\|-6.34\|7.26\|7.30\|6.77\|450956;2026-06-30\|6.64\|-2.35\|6.86\|6.93\|6.50\|381640;2026-07-01\|6.90\|3.92\|6.64\|7.30\|6.57\|509717;2026-07-02\|6.89\|-0.14\|6.88\|7.26\|6.80\|437362;2026-07-03\|6.80\|-1.31\|6.93\|6.99\|6.75\|265241;2026-07-06\|6.68\|-1.76\|6.75\|7.00\|6.62\|247651;2026-07-07\|6.36\|-4.79\|6.62\|6.70\|6.33\|240685;2026-07-08\|6.25\|-1.73\|6.58\|6.58\|6.20\|261943;2026-07-09\|6.18\|-1.12\|6.25\|6.32\|6.12\|202801;2026-07-10\|6.19\|0.16\|6.18\|6.26\|6.07\|225443
116961	消息称台积电先进制程代工将全线涨价	半导体设备+先进封装+股东增资行业原因：美光科技6月24日发布超预期财报及强劲季度指引，强化扩产带来的上游设备需求逻辑。美光科技高管强调，AI催生的结构性需求将持续放大存储供需失衡，行业紧缺格局至少延续至2027年之后。公司原因： 1、据2026年4月30日年报，公司是国内高纯工艺系统及湿法设备主要供应商，其半导体湿法设备聚焦晶圆制造前道工艺，可覆盖逻辑电路、高密度存储等多个领域，已实现28纳米节点全工艺覆盖并在更先进制程取得突破。 2、据2026年4月14日机构调研，公司在先进封装领域看到明确增量机会，将逐步拓展该市场。 3、据2026年6月24日公告，公司控股股东蒋渊拟对控股子公司至微半导体增资不超过2亿元，以增强其资金实力。	公司成为国内领先的核心工艺设备及系统专业供应商，与深圳新凯来多年保持合作	2026-03-03\|27.06\|-4.58\|28.43\|28.85\|27.01\|155571;2026-03-04\|26.81\|-0.92\|26.60\|27.40\|26.55\|104605;2026-03-05\|26.88\|0.26\|27.25\|27.55\|26.71\|101792;2026-03-06\|27.02\|0.52\|26.70\|27.12\|26.65\|71406;2026-03-09\|26.29\|-2.70\|26.65\|26.65\|25.46\|138659;2026-03-10\|27.12\|3.16\|26.69\|27.12\|26.67\|98501;2026-03-11\|26.94\|-0.66\|27.19\|27.35\|26.81\|74383;2026-03-12\|26.51\|-1.60\|26.80\|27.00\|26.39\|67425;2026-03-13\|26.35\|-0.60\|26.21\|26.88\|26.15\|65300;2026-03-16\|27.25\|3.42\|26.21\|27.25\|25.95\|123356;2026-03-17\|26.50\|-2.75\|27.12\|27.12\|26.47\|88719;2026-03-18\|26.87\|1.40\|26.51\|26.90\|26.41\|76436;2026-03-19\|26.06\|-3.01\|26.51\|26.60\|25.93\|82414;2026-03-20\|25.41\|-2.49\|26.11\|26.44\|25.40\|95970;2026-03-23\|24.14\|-5.00\|24.92\|25.21\|23.98\|112203;2026-03-24\|24.64\|2.07\|24.55\|24.68\|23.80\|85370;2026-03-25\|25.06\|1.70\|24.80\|25.37\|24.80\|84807;2026-03-26\|24.42\|-2.55\|25.06\|25.06\|24.35\|55809;2026-03-27\|24.96\|2.21\|24.00\|25.14\|23.98\|67016;2026-03-30\|24.83\|-0.52\|24.60\|24.93\|24.33\|58264;2026-03-31\|24.12\|-2.86\|24.70\|24.90\|24.08\|67721;2026-04-01\|24.56\|1.82\|24.56\|24.73\|24.30\|63315;2026-04-02\|23.62\|-3.83\|24.42\|24.53\|23.45\|86706;2026-04-03\|23.41\|-0.89\|23.77\|23.79\|23.41\|49231;2026-04-07\|24.13\|3.08\|23.70\|24.27\|23.63\|78330;2026-04-08\|25.20\|4.43\|24.68\|25.20\|24.56\|100077;2026-04-09\|25.07\|-0.52\|24.90\|25.39\|24.77\|81311;2026-04-10\|25.32\|1.00\|25.29\|25.74\|25.25\|83209;2026-04-13\|25.21\|-0.43\|25.04\|25.38\|25.02\|59230;2026-04-14\|25.59\|1.51\|25.45\|25.69\|25.30\|82261;2026-04-15\|25.41\|-0.70\|25.67\|25.85\|25.31\|77321;2026-04-16\|25.36\|-0.20\|25.48\|25.52\|25.13\|81110;2026-04-17\|25.61\|0.99\|25.19\|25.65\|25.12\|90211;2026-04-20\|26.01\|1.56\|25.62\|26.35\|25.35\|125554;2026-04-21\|26.18\|0.65\|25.89\|26.42\|25.60\|114753;2026-04-22\|26.31\|0.50\|26.05\|26.34\|26.00\|98180;2026-04-23\|25.87\|-1.67\|26.41\|26.45\|25.79\|99882;2026-04-24\|25.91\|0.15\|25.62\|26.25\|25.62\|89636;2026-04-27\|26.30\|1.51\|25.93\|26.49\|25.92\|125475;2026-04-28\|24.78\|-5.78\|23.67\|25.43\|23.67\|265292;2026-04-29\|25.27\|1.98\|24.65\|25.40\|24.40\|138206;2026-04-30\|24.87\|-1.58\|24.45\|25.10\|24.40\|176079;2026-05-06\|25.32\|1.81\|25.31\|26.00\|25.16\|149929;2026-05-07\|25.85\|2.09\|25.65\|25.94\|25.21\|129711;2026-05-08\|25.53\|-1.24\|25.62\|25.85\|25.15\|124100;2026-05-11\|26.50\|3.80\|25.99\|26.67\|25.80\|214318;2026-05-12\|26.87\|1.40\|26.51\|27.05\|26.00\|232111;2026-05-13\|27.52\|2.42\|26.35\|27.95\|26.20\|262661;2026-05-14\|28.63\|4.03\|27.52\|28.77\|26.82\|397920;2026-05-15\|28.57\|-0.21\|28.64\|30.44\|28.55\|582940;2026-05-18\|28.38\|-0.67\|28.16\|28.99\|27.37\|360630;2026-05-19\|29.04\|2.33\|28.05\|29.28\|27.55\|323978;2026-05-20\|31.05\|6.92\|29.10\|31.82\|29.05\|548262;2026-05-21\|30.18\|-2.80\|30.65\|31.77\|29.92\|487517;2026-05-22\|29.84\|-1.13\|29.89\|30.12\|28.88\|343162;2026-05-25\|30.90\|3.55\|29.73\|30.99\|28.91\|371304;2026-05-26\|29.37\|-4.95\|30.50\|30.50\|28.40\|310776;2026-05-27\|27.94\|-4.87\|29.20\|29.72\|27.81\|256115;2026-05-28\|27.69\|-0.89\|26.96\|28.36\|26.60\|294529;2026-05-29\|24.92\|-10.00\|27.53\|27.53\|24.92\|302679;2026-06-01\|24.53\|-1.56\|24.92\|25.54\|24.50\|180818;2026-06-02\|25.34\|3.30\|24.48\|26.63\|23.95\|289255;2026-06-03\|25.65\|1.22\|25.22\|26.65\|25.22\|197089;2026-06-04\|26.57\|3.59\|25.37\|27.06\|25.12\|223704;2026-06-05\|26.04\|-1.99\|26.21\|27.10\|25.33\|196338;2026-06-08\|25.96\|-0.31\|25.01\|26.79\|25.01\|184231;2026-06-09\|27.52\|6.01\|26.28\|27.58\|25.75\|252551;2026-06-10\|27.35\|-0.62\|26.95\|28.33\|26.92\|189284;2026-06-11\|28.46\|4.06\|27.20\|28.71\|27.06\|311366;2026-06-12\|26.68\|-6.25\|29.06\|29.20\|26.53\|403540;2026-06-15\|27.51\|3.11\|27.35\|27.59\|26.30\|233933;2026-06-16\|28.70\|4.33\|27.79\|29.50\|27.66\|340327;2026-06-17\|28.93\|0.80\|28.25\|29.08\|28.15\|269740;2026-06-18\|29.32\|1.35\|28.66\|30.37\|28.50\|398410;2026-06-22\|30.83\|5.15\|29.72\|31.22\|29.51\|440819;2026-06-23\|31.34\|1.65\|30.43\|32.42\|30.16\|446989;2026-06-24\|31.43\|0.29\|31.20\|31.86\|30.39\|365134;2026-06-25\|34.57\|9.99\|31.78\|34.57\|30.75\|620694;2026-06-26\|35.49\|2.66\|34.00\|36.18\|33.80\|815471;2026-06-29\|35.39\|-0.28\|36.00\|37.22\|33.61\|725290;2026-06-30\|35.40\|0.03\|34.50\|37.00\|34.41\|562394;2026-07-01\|36.70\|3.67\|35.38\|38.21\|34.88\|650303;2026-07-02\|35.44\|-3.43\|34.16\|37.55\|33.03\|580798;2026-07-03\|32.68\|-7.79\|35.44\|35.67\|32.51\|473843;2026-07-06\|33.18\|1.53\|33.29\|34.33\|31.18\|410629;2026-07-07\|33.90\|2.17\|32.64\|35.40\|32.31\|368438;2026-07-08\|32.31\|-4.69\|33.90\|34.23\|31.00\|289533;2026-07-09\|33.62\|4.05\|33.00\|33.97\|32.00\|323693;2026-07-10\|33.32\|-0.89\|34.00\|36.98\|33.30\|632084
116960	消息称台积电先进制程代工将全线涨价	光刻胶树脂+钙钛矿电池+化工新材料+股权激励 1、据2026年4月28日年报，公司钙钛矿太阳能电池开发取得进展，300*300mm尺寸刚性组件效率超过20.43%，柔性组件效率超过16%并已送样TUV进行IEC63163认证；据2025年8月26日半年报，公司光刻胶树脂产品已完成中试和应用验证，并储备了LCD光刻胶等专利技术。 2、据2026年4月28日年报，公司主营化工新材料，产品包括改性塑料粒子、无卤阻燃剂等，阻燃聚丙烯为国家级制造业单项冠军，五氧化二磷产能居国内前列。 3、据2026年6月9日公告，公司发布2026年股票期权激励计划草案，拟向11名核心人员授予不超过900万份股票期权，行权价44.22元/份，设定2026年、2027年净利润考核目标分别不低于1.5亿元、3亿元。	1、公司光刻胶树脂产品已完成中试和应用验证，并储备了LCD光刻胶等专利技术； 2、子公司龙华化工五氧化二磷产能居全国前列，高纯多聚磷酸已获天赐材料认可，用于六氟磷酸锂	2026-03-03\|28.47\|-1.32\|29.16\|29.16\|27.91\|37836;2026-03-04\|28.01\|-1.62\|28.03\|29.00\|27.70\|28030;2026-03-05\|28.45\|1.57\|28.45\|28.63\|27.90\|22006;2026-03-06\|29.07\|2.18\|28.45\|29.30\|28.15\|23566;2026-03-09\|28.79\|-0.96\|28.83\|29.47\|27.97\|28924;2026-03-10\|29.66\|3.02\|28.79\|29.76\|28.79\|21433;2026-03-11\|29.02\|-2.16\|29.80\|30.14\|28.85\|27698;2026-03-12\|27.95\|-3.69\|29.02\|29.21\|27.83\|23151;2026-03-13\|27.41\|-1.93\|27.95\|28.20\|27.31\|16657;2026-03-16\|27.90\|1.79\|27.30\|27.99\|27.13\|17845;2026-03-17\|27.59\|-1.11\|27.79\|28.40\|27.22\|14532;2026-03-18\|28.16\|2.07\|27.97\|28.30\|27.17\|13271;2026-03-19\|26.63\|-5.43\|27.95\|27.95\|26.60\|18823;2026-03-20\|26.00\|-2.37\|26.76\|27.40\|26.00\|14886;2026-03-23\|24.49\|-5.81\|25.65\|25.99\|24.40\|21309;2026-03-24\|25.48\|4.04\|25.03\|25.50\|24.30\|14502;2026-03-25\|26.05\|2.24\|26.22\|26.55\|25.85\|13807;2026-03-26\|26.17\|0.46\|26.28\|26.67\|25.56\|12394;2026-03-27\|26.04\|-0.50\|25.87\|26.48\|25.85\|9093;2026-03-30\|26.16\|0.46\|25.56\|26.18\|25.07\|11629;2026-03-31\|25.22\|-3.59\|26.01\|26.28\|25.13\|12721;2026-04-01\|25.99\|3.05\|25.81\|26.15\|25.63\|11462;2026-04-02\|25.30\|-2.65\|25.92\|25.99\|25.05\|10604;2026-04-03\|25.12\|-0.71\|25.15\|25.99\|25.00\|14681;2026-04-07\|24.99\|-0.52\|25.24\|25.24\|24.56\|12278;2026-04-08\|27.43\|9.76\|25.36\|28.46\|24.99\|84265;2026-04-09\|27.38\|-0.18\|27.40\|29.44\|27.08\|88837;2026-04-10\|27.09\|-1.06\|28.20\|28.27\|26.90\|46391;2026-04-13\|26.84\|-0.92\|26.95\|27.00\|26.11\|24940;2026-04-14\|26.95\|0.41\|27.34\|27.50\|26.46\|36972;2026-04-15\|25.97\|-3.64\|26.71\|27.23\|25.30\|54268;2026-04-16\|25.90\|-0.27\|25.96\|26.54\|25.62\|24976;2026-04-17\|26.38\|1.85\|25.96\|26.48\|25.60\|21811;2026-04-20\|27.38\|3.79\|26.37\|27.88\|26.19\|73000;2026-04-21\|27.74\|1.31\|27.19\|27.87\|26.78\|32084;2026-04-22\|27.74\|0.00\|28.10\|28.18\|27.56\|24490;2026-04-23\|27.46\|-1.01\|27.77\|27.89\|26.76\|23873;2026-04-24\|27.53\|0.25\|27.30\|27.78\|27.00\|16990;2026-04-27\|26.55\|-3.56\|27.52\|27.68\|26.49\|19163;2026-04-28\|28.36\|6.82\|26.20\|29.57\|25.80\|116485;2026-04-29\|31.27\|10.26\|28.50\|31.55\|28.41\|111330;2026-04-30\|32.50\|3.93\|31.35\|33.04\|31.04\|78970;2026-05-06\|34.12\|4.98\|33.26\|34.35\|32.36\|63581;2026-05-07\|35.35\|3.60\|34.35\|35.79\|33.72\|81422;2026-05-08\|35.98\|1.78\|36.06\|36.63\|35.32\|57095;2026-05-11\|36.38\|1.11\|35.96\|37.07\|35.40\|45605;2026-05-12\|36.45\|0.19\|36.03\|36.88\|35.26\|45151;2026-05-13\|36.01\|-1.21\|36.48\|36.48\|35.32\|40905;2026-05-14\|35.29\|-2.00\|35.97\|36.61\|34.92\|35183;2026-05-15\|35.63\|0.96\|35.29\|36.13\|34.36\|53729;2026-05-18\|34.56\|-3.00\|35.00\|36.00\|34.50\|48984;2026-05-19\|35.74\|3.41\|34.00\|36.28\|34.00\|46828;2026-05-20\|35.83\|0.25\|35.67\|36.26\|34.99\|23403;2026-05-21\|35.11\|-2.01\|35.83\|37.50\|34.59\|55798;2026-05-22\|36.91\|5.13\|35.15\|38.29\|34.78\|56610;2026-05-25\|38.78\|5.07\|40.11\|40.11\|36.50\|65964;2026-05-26\|41.50\|7.01\|38.89\|46.50\|38.01\|70612;2026-05-27\|39.81\|-4.07\|41.22\|41.22\|38.68\|62067;2026-05-28\|40.02\|0.53\|40.61\|40.96\|38.66\|45850;2026-05-29\|40.30\|0.70\|40.10\|41.21\|39.32\|45116;2026-06-01\|40.30\|0.00\|40.32\|42.55\|40.00\|47039;2026-06-02\|40.75\|1.12\|40.00\|40.97\|39.03\|34513;2026-06-03\|42.88\|5.23\|40.80\|43.97\|40.12\|45738;2026-06-04\|44.27\|3.24\|42.25\|44.88\|41.88\|44715;2026-06-05\|44.50\|0.52\|43.50\|44.99\|42.50\|42790;2026-06-08\|43.38\|-2.52\|43.00\|45.53\|42.51\|56168;2026-06-09\|43.40\|0.05\|44.16\|44.51\|42.02\|30619;2026-06-10\|48.10\|10.83\|44.18\|49.00\|43.31\|87151;2026-06-11\|48.69\|1.23\|47.02\|50.33\|46.99\|62767;2026-06-12\|48.41\|-0.58\|48.33\|50.55\|46.54\|53474;2026-06-15\|49.44\|2.13\|48.50\|50.38\|48.03\|72881;2026-06-16\|56.92\|15.13\|49.00\|57.39\|49.00\|93997;2026-06-17\|62.46\|9.73\|58.06\|62.90\|56.55\|75206;2026-06-18\|65.77\|5.30\|64.13\|69.00\|62.46\|82084;2026-06-22\|67.33\|2.37\|65.78\|68.00\|63.50\|60545;2026-06-23\|69.79\|3.65\|66.88\|73.80\|66.05\|62843;2026-06-24\|73.94\|5.95\|68.78\|73.98\|66.66\|59065;2026-06-25\|88.73\|20.00\|73.43\|88.73\|72.04\|85833;2026-06-26\|94.00\|5.94\|92.48\|98.00\|91.50\|85903;2026-06-29\|97.97\|4.22\|98.70\|100.88\|90.50\|76014;2026-06-30\|107.00\|9.22\|100.00\|107.75\|94.01\|83191;2026-07-01\|112.00\|4.67\|105.10\|115.01\|103.05\|78244;2026-07-02\|105.28\|-6.00\|101.97\|112.00\|99.00\|73640;2026-07-03\|112.20\|6.57\|106.99\|118.50\|106.50\|66623;2026-07-06\|89.76\|-20.00\|113.22\|114.98\|89.76\|74281;2026-07-07\|87.00\|-3.07\|89.76\|93.76\|86.00\|45902;2026-07-08\|85.41\|-1.83\|88.74\|89.81\|72.00\|85230;2026-07-09\|92.00\|7.72\|83.00\|93.75\|82.66\|44771;2026-07-10\|86.89\|-5.55\|92.30\|94.99\|86.40\|3129437
116959	消息称台积电先进制程代工将全线涨价	参股宇树科技+半导体设备+温控设备行业原因：据证券时报6月3日报道，隔夜美股费城半导体指数暴涨近6%再创历史新高，迈威尔科技涨超30%，提振A股半导体板块情绪。公司原因： 1、据21世纪经济报道2026年6月1日报道，宇树科技科创板IPO过会；据2026年5月22日投资者关系管理信息，公司确认直接及间接参投项目覆盖人工智能等领域，已成功投出宇树科技等上市及拟上市企业。 2、据2026年5月22日投资者关系管理信息，公司将半导体领域作为战略核心方向，控股无锡暖芯半导体51%股权，其半导体温控设备产品已成功导入华润微电子、拓荆科技、中微公司等知名客户供应链。 3、据2026年5月22日投资者关系管理信息，公司自主设立苏州致源真空科技聚焦半导体分子泵研发生产，并控股上海寰鼎集成电路，布局RTP快速热处理设备及封测设备市场，打造第二增长曲线。	公司2025年12月完成对暖芯科技51%股权收购，切入半导体温控设备及配套零配件赛道，并合资设立苏州致源真空科技布局分子泵，形成“核心温控设备+配套零配件”一体化体系，产品已导入华润微电子、拓荆科技、广州芯粤能等头部客户	2026-03-03\|12.80\|-4.48\|13.43\|13.48\|12.76\|121574;2026-03-04\|12.82\|0.16\|12.55\|13.12\|12.45\|76471;2026-03-05\|13.09\|2.11\|13.03\|13.37\|13.02\|82282;2026-03-06\|13.25\|1.22\|13.06\|13.37\|13.01\|71063;2026-03-09\|13.08\|-1.28\|12.99\|13.74\|12.94\|105380;2026-03-10\|13.42\|2.60\|13.25\|13.63\|13.17\|80353;2026-03-11\|13.36\|-0.45\|13.56\|13.86\|13.27\|114432;2026-03-12\|12.91\|-3.37\|13.36\|13.58\|12.83\|95959;2026-03-13\|12.76\|-1.16\|12.91\|13.02\|12.70\|70653;2026-03-16\|12.47\|-2.27\|12.77\|12.78\|12.38\|78820;2026-03-17\|12.36\|-0.88\|12.51\|12.87\|12.36\|80768;2026-03-18\|12.60\|1.94\|12.37\|12.62\|12.29\|55120;2026-03-19\|12.25\|-2.78\|12.44\|12.49\|12.21\|69247;2026-03-20\|11.85\|-3.27\|12.28\|12.40\|11.81\|86352;2026-03-23\|11.11\|-6.24\|11.70\|12.08\|11.02\|128878;2026-03-24\|11.86\|6.75\|11.51\|11.88\|11.36\|108467;2026-03-25\|12.18\|2.70\|11.95\|12.39\|11.87\|79792;2026-03-26\|12.76\|4.76\|12.18\|13.21\|12.14\|209989;2026-03-27\|12.69\|-0.55\|12.62\|12.76\|12.50\|103307;2026-03-30\|12.67\|-0.16\|12.55\|12.73\|12.40\|67947;2026-03-31\|12.02\|-5.13\|12.70\|12.73\|11.95\|124635;2026-04-01\|12.22\|1.66\|12.26\|12.40\|12.00\|73606;2026-04-02\|11.92\|-2.46\|12.22\|12.27\|11.78\|72081;2026-04-03\|11.56\|-3.02\|11.92\|11.95\|11.45\|58246;2026-04-07\|11.76\|1.73\|11.58\|11.85\|11.51\|50194;2026-04-08\|12.33\|4.85\|12.04\|12.69\|12.04\|85340;2026-04-09\|12.53\|1.62\|12.23\|12.62\|12.08\|99511;2026-04-10\|13.78\|9.98\|12.54\|13.78\|12.54\|392365;2026-04-13\|14.24\|3.34\|13.62\|14.36\|13.40\|481739;2026-04-14\|15.16\|6.46\|14.24\|15.31\|13.97\|352500;2026-04-15\|16.68\|10.03\|15.18\|16.68\|15.18\|278814;2026-04-16\|16.31\|-2.22\|16.73\|16.73\|15.66\|433342;2026-04-17\|16.97\|4.05\|16.26\|17.47\|15.90\|373433;2026-04-20\|16.93\|-0.24\|16.93\|17.26\|16.48\|293819;2026-04-21\|17.62\|4.08\|16.97\|17.68\|16.29\|295854;2026-04-22\|17.67\|0.28\|17.74\|18.59\|17.60\|292620;2026-04-23\|19.44\|10.02\|17.60\|19.44\|17.51\|317711;2026-04-24\|21.38\|9.98\|19.98\|21.38\|19.98\|161285;2026-04-27\|19.24\|-10.01\|21.86\|22.40\|19.24\|234910;2026-04-28\|18.62\|-3.22\|17.88\|19.40\|17.88\|678499;2026-04-29\|19.21\|3.17\|18.25\|19.90\|17.71\|449798;2026-04-30\|19.40\|0.99\|19.69\|19.98\|18.90\|337380;2026-05-06\|21.34\|10.00\|20.01\|21.34\|20.00\|205975;2026-05-07\|23.03\|7.92\|22.00\|23.47\|21.36\|409218;2026-05-08\|22.89\|-0.61\|23.04\|23.50\|22.51\|286153;2026-05-11\|23.23\|1.49\|23.36\|23.60\|22.51\|225504;2026-05-12\|25.55\|9.99\|23.78\|25.55\|23.59\|312074;2026-05-13\|27.37\|7.12\|26.21\|27.85\|25.60\|343832;2026-05-14\|26.71\|-2.41\|27.73\|28.24\|26.16\|318482;2026-05-15\|26.78\|0.26\|27.25\|27.77\|26.10\|234726;2026-05-18\|25.93\|-3.17\|27.24\|27.85\|25.61\|247674;2026-05-19\|25.62\|-1.20\|25.41\|26.10\|24.82\|192568;2026-05-20\|28.18\|9.99\|25.37\|28.18\|25.37\|187102;2026-05-21\|26.02\|-7.67\|28.40\|28.57\|25.85\|286823;2026-05-22\|26.48\|1.77\|26.67\|26.83\|25.71\|195324;2026-05-25\|26.41\|-0.26\|26.47\|26.75\|25.43\|197770;2026-05-26\|25.27\|-4.32\|26.29\|27.69\|24.40\|269383;2026-05-27\|24.12\|-4.55\|25.30\|25.48\|24.06\|207742;2026-05-28\|25.33\|5.02\|24.10\|25.40\|23.66\|183027;2026-05-29\|24.85\|-1.90\|25.47\|26.20\|24.57\|166808;2026-06-01\|24.77\|-0.32\|24.49\|26.11\|24.49\|141250;2026-06-02\|25.14\|1.49\|24.67\|25.25\|23.75\|167070;2026-06-03\|27.65\|9.98\|25.36\|27.65\|25.27\|122851;2026-06-04\|30.42\|10.02\|27.37\|30.42\|26.00\|536739;2026-06-05\|27.82\|-8.55\|29.74\|29.99\|27.57\|410478;2026-06-08\|26.58\|-4.46\|26.10\|27.34\|25.08\|257668;2026-06-09\|27.40\|3.08\|27.35\|27.85\|26.50\|181033;2026-06-10\|27.15\|-0.91\|27.00\|27.60\|25.98\|197067;2026-06-11\|26.10\|-3.87\|27.03\|27.75\|25.90\|132861;2026-06-12\|25.14\|-3.68\|26.79\|27.50\|25.11\|194552;2026-06-15\|26.11\|3.86\|25.50\|26.43\|25.00\|191172;2026-06-16\|27.34\|4.71\|26.20\|27.50\|25.86\|145363;2026-06-17\|29.50\|7.90\|27.00\|29.50\|26.57\|222020;2026-06-18\|28.85\|-2.20\|29.49\|29.80\|28.35\|183233;2026-06-22\|28.30\|-1.91\|28.67\|30.17\|27.43\|154209;2026-06-23\|27.46\|-2.97\|28.10\|28.58\|27.09\|141008;2026-06-24\|27.58\|0.44\|27.13\|27.92\|26.20\|140505;2026-06-25\|30.34\|10.01\|27.86\|30.34\|27.85\|233072;2026-06-26\|32.47\|7.02\|31.66\|33.37\|31.27\|423695;2026-06-29\|31.40\|-3.30\|32.25\|32.47\|29.61\|316763;2026-06-30\|32.20\|2.55\|31.46\|32.95\|30.68\|255521;2026-07-01\|33.80\|4.97\|32.54\|34.99\|32.00\|265692;2026-07-02\|30.96\|-8.40\|32.00\|34.49\|30.88\|293769;2026-07-03\|29.60\|-4.39\|30.92\|31.30\|29.51\|226931;2026-07-06\|29.75\|0.51\|29.62\|32.20\|28.80\|236437;2026-07-07\|28.79\|-3.23\|29.78\|30.49\|28.20\|157657;2026-07-08\|27.18\|-5.59\|28.98\|30.00\|26.67\|174912;2026-07-09\|26.51\|-2.46\|27.85\|27.98\|25.40\|211696;2026-07-10\|27.17\|2.49\|26.96\|29.00\|26.08\|200215
116958	消息称台积电先进制程代工将全线涨价	存储芯片+半导体分销+一季报增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据子公司博思达官网及公司2025年报，公司半导体分销业务包含存储器等产品，提供存储芯片解决方案。 2、据公司2025年年报，公司主营半导体分销业务，运营主体为博思达，代理产品包括射频前端、存储器、SOC等，应用于手机、消费电子、物联网、汽车电子等领域，客户涵盖小米、OPPO、比亚迪等。 3、据公司2026年4月28日公告的2026年一季报，公司一季度实现营收9.73亿元，同比增长70.43%；归母净利润767.79万元，同比增长19.45%。	子公司博思达与英诺赛科存在氮化镓芯片方案沟通	2026-03-03\|16.70\|-7.22\|18.00\|18.27\|16.60\|116159;2026-03-04\|16.57\|-0.78\|16.44\|17.04\|16.36\|75888;2026-03-05\|17.08\|3.08\|16.98\|17.54\|16.90\|86762;2026-03-06\|17.33\|1.46\|16.92\|17.39\|16.83\|57773;2026-03-09\|17.11\|-1.27\|16.97\|17.26\|16.68\|67015;2026-03-10\|17.68\|3.33\|17.39\|17.75\|17.35\|67101;2026-03-11\|17.42\|-1.47\|17.62\|17.99\|17.41\|59890;2026-03-12\|17.04\|-2.18\|17.42\|17.55\|16.90\|55630;2026-03-13\|16.95\|-0.53\|17.02\|17.32\|16.83\|41011;2026-03-16\|17.59\|3.78\|16.89\|17.59\|16.74\|59100;2026-03-17\|16.80\|-4.49\|17.66\|17.66\|16.78\|59685;2026-03-18\|17.70\|5.36\|16.93\|17.74\|16.85\|84936;2026-03-19\|16.98\|-4.07\|17.31\|17.43\|16.80\|73888;2026-03-20\|16.33\|-3.83\|17.06\|17.25\|16.29\|70491;2026-03-23\|14.95\|-8.45\|15.99\|16.19\|14.85\|115944;2026-03-24\|15.49\|3.61\|15.50\|15.51\|14.88\|71673;2026-03-25\|15.55\|0.39\|15.55\|15.86\|15.45\|58816;2026-03-26\|15.01\|-3.47\|15.50\|15.71\|14.88\|64072;2026-03-27\|15.12\|0.73\|14.78\|15.24\|14.66\|49565;2026-03-30\|15.06\|-0.40\|14.86\|15.06\|14.60\|50721;2026-03-31\|14.53\|-3.52\|14.94\|15.09\|14.48\|55075;2026-04-01\|14.93\|2.75\|14.95\|15.12\|14.76\|47494;2026-04-02\|14.47\|-3.08\|14.93\|15.00\|14.32\|48411;2026-04-03\|14.04\|-2.97\|14.48\|14.61\|13.95\|51566;2026-04-07\|14.28\|1.71\|14.05\|14.49\|14.04\|59069;2026-04-08\|15.10\|5.74\|14.80\|15.12\|14.64\|56082;2026-04-09\|15.25\|0.99\|14.93\|15.58\|14.84\|99934;2026-04-10\|15.18\|-0.46\|15.39\|15.53\|15.14\|66362;2026-04-13\|15.80\|4.08\|15.10\|15.97\|14.95\|102156;2026-04-14\|16.47\|4.24\|15.99\|16.83\|15.82\|162560;2026-04-15\|15.83\|-3.89\|16.40\|16.40\|15.79\|108838;2026-04-16\|16.10\|1.71\|15.92\|16.16\|15.60\|75961;2026-04-17\|16.07\|-0.19\|16.10\|16.33\|15.99\|64220;2026-04-20\|16.41\|2.12\|16.13\|16.41\|15.92\|83285;2026-04-21\|16.22\|-1.16\|16.37\|16.37\|15.90\|74197;2026-04-22\|16.09\|-0.80\|16.10\|16.20\|15.91\|62797;2026-04-23\|15.60\|-3.05\|16.14\|16.17\|15.50\|65080;2026-04-24\|15.04\|-3.59\|15.30\|15.41\|14.70\|77010;2026-04-27\|15.50\|3.06\|14.93\|15.53\|14.93\|62553;2026-04-28\|15.54\|0.26\|15.31\|15.95\|15.26\|74437;2026-04-29\|15.80\|1.67\|15.34\|15.94\|15.32\|58775;2026-04-30\|15.92\|0.76\|15.80\|16.00\|15.71\|46932;2026-05-06\|16.48\|3.52\|16.24\|16.97\|16.11\|106205;2026-05-07\|16.97\|2.97\|16.52\|17.07\|16.30\|93142;2026-05-08\|16.80\|-1.00\|16.75\|16.87\|16.58\|54620;2026-05-11\|17.08\|1.67\|17.03\|17.39\|16.97\|99185;2026-05-12\|16.66\|-2.46\|17.17\|17.19\|16.53\|67356;2026-05-13\|16.88\|1.32\|16.51\|16.97\|16.45\|67661;2026-05-14\|16.61\|-1.60\|16.62\|17.30\|16.26\|132629;2026-05-15\|16.33\|-1.69\|16.65\|16.99\|16.19\|81651;2026-05-18\|16.53\|1.22\|16.43\|16.78\|16.31\|71741;2026-05-19\|16.32\|-1.27\|16.48\|16.48\|15.87\|69265;2026-05-20\|16.44\|0.74\|16.22\|16.64\|16.10\|67559;2026-05-21\|15.48\|-5.84\|16.73\|17.09\|15.43\|104661;2026-05-22\|16.05\|3.68\|15.46\|16.21\|15.42\|79337;2026-05-25\|16.02\|-0.19\|16.12\|16.33\|15.62\|82597;2026-05-26\|15.43\|-3.68\|16.02\|16.10\|15.14\|67753;2026-05-27\|14.96\|-3.05\|15.55\|15.65\|14.79\|78591;2026-05-28\|15.32\|2.41\|14.89\|15.45\|14.70\|67189;2026-05-29\|13.92\|-9.14\|15.26\|15.41\|13.86\|107047;2026-06-01\|13.96\|0.29\|13.79\|14.37\|13.66\|77889;2026-06-02\|13.71\|-1.79\|13.98\|14.00\|13.40\|67245;2026-06-03\|13.54\|-1.24\|13.70\|14.00\|13.38\|70063;2026-06-04\|13.58\|0.30\|13.42\|13.96\|13.23\|67798;2026-06-05\|13.66\|0.59\|13.44\|14.09\|13.11\|84804;2026-06-08\|12.81\|-6.22\|13.30\|13.43\|12.45\|110638;2026-06-09\|12.98\|1.33\|12.94\|13.09\|12.73\|67994;2026-06-10\|12.48\|-3.85\|12.78\|12.96\|12.31\|66683;2026-06-11\|12.24\|-1.92\|12.38\|12.53\|12.08\|56496;2026-06-12\|12.20\|-0.33\|12.50\|12.90\|12.13\|77275;2026-06-15\|12.58\|3.11\|12.25\|12.59\|12.24\|68176;2026-06-16\|13.13\|4.37\|12.60\|13.34\|12.42\|97411;2026-06-17\|13.00\|-0.99\|13.01\|13.12\|12.74\|73836;2026-06-18\|13.07\|0.54\|12.95\|13.64\|12.71\|115406;2026-06-22\|12.75\|-2.30\|13.18\|13.18\|12.26\|113601;2026-06-23\|12.72\|-0.24\|12.73\|13.25\|12.60\|88755;2026-06-24\|12.38\|-2.67\|12.57\|12.77\|12.22\|77592;2026-06-25\|14.86\|20.03\|12.78\|14.86\|12.70\|273316;2026-06-26\|15.40\|3.63\|15.08\|15.64\|14.55\|506558;2026-06-29\|14.39\|-6.56\|15.13\|15.49\|13.91\|317167;2026-06-30\|14.53\|0.97\|14.32\|14.67\|14.04\|244347;2026-07-01\|14.04\|-3.37\|14.40\|14.76\|13.98\|234443;2026-07-02\|13.51\|-3.77\|13.75\|14.09\|13.21\|175222;2026-07-03\|13.95\|3.26\|13.58\|14.37\|13.33\|185078;2026-07-06\|13.70\|-1.79\|14.28\|14.56\|13.64\|194329;2026-07-07\|13.26\|-3.21\|13.51\|13.88\|13.01\|135478;2026-07-08\|12.81\|-3.39\|13.07\|13.26\|12.50\|118400;2026-07-09\|13.10\|2.26\|12.86\|13.14\|12.27\|132070;2026-07-10\|12.76\|-2.60\|12.91\|13.46\|12.75\|129089
116957	消息称台积电先进制程代工将全线涨价	半导体工程+并购重组+浓缩苹果汁+央企行业原因： 1、6月12日早间，日韩股市开盘大涨，韩国KOSPI指数暴涨超8%，三星电子暴涨超12%，SK海力士一度大涨超9%。隔夜美股芯片股集体飙升，费城半导体指数创超一年来最大涨幅。 2、据央视新闻报道，特朗普称鉴于与伊朗的磋商已提交至伊朗最高领导层并获得批准，因此他已取消原定于当晚针对伊朗实施的打击与轰炸行动。公司原因： 1、据2026年5月13日公告，公司拟发行股份收购中国电子工程设计院100%股权已回复交易所问询，标的公司承担了国内首个12英寸3D闪存芯片生产线等多个半导体项目的设计与总包，服务中芯国际、长鑫存储等头部客户，在半导体产线领域占据重要地位。 2、据2026年6月5日及6月11日互动易，公司收购电子院的重组相关工作正在推进中；电子院子公司世源科技获重大中标候选人公示，尽管因重组未完成暂未纳入公司信披范围，但彰显了标的资产在电子信息产业工程服务领域的竞争力。 3、据2026年3月28日年报，公司是国内浓缩苹果汁行业龙头，产品外销占比高，并与全球知名食品企业保持稳定合作；控股股东为国投集团，实控人为国务院国资委，重组后将形成电子信息服务与浓缩果汁双主业格局。	公司拟收购的中国电子工程设计院承担第一条由国内企业主导的12英寸3D闪存芯片生产线等多条集成电路产线设计总包	2026-03-03\|20.57\|-2.83\|21.20\|21.39\|20.52\|37650;2026-03-04\|20.44\|-0.63\|20.30\|20.75\|20.21\|27972;2026-03-05\|20.55\|0.54\|20.75\|20.88\|20.50\|24994;2026-03-06\|20.79\|1.17\|20.99\|20.99\|20.30\|26085;2026-03-09\|20.47\|-1.54\|20.41\|20.77\|20.18\|29499;2026-03-10\|20.56\|0.44\|20.54\|20.76\|20.50\|21512;2026-03-11\|20.40\|-0.78\|20.58\|20.70\|20.27\|20796;2026-03-12\|20.25\|-0.74\|20.38\|20.40\|19.96\|23306;2026-03-13\|20.43\|0.89\|20.25\|21.08\|20.05\|46803;2026-03-16\|20.50\|0.34\|20.34\|20.60\|19.98\|33036;2026-03-17\|20.09\|-2.00\|20.50\|20.60\|20.09\|20925;2026-03-18\|20.36\|1.34\|20.40\|20.42\|20.04\|19107;2026-03-19\|19.80\|-2.75\|20.05\|20.30\|19.75\|24075;2026-03-20\|19.44\|-1.82\|20.10\|20.10\|19.40\|23710;2026-03-23\|18.12\|-6.79\|19.25\|19.25\|17.96\|49529;2026-03-24\|18.73\|3.37\|18.25\|18.73\|18.11\|29780;2026-03-25\|19.12\|2.08\|18.73\|19.15\|18.73\|21541;2026-03-26\|19.14\|0.10\|19.20\|19.38\|18.98\|28178;2026-03-27\|19.75\|3.19\|19.02\|19.75\|18.65\|24802;2026-03-30\|19.19\|-2.84\|19.64\|19.74\|19.00\|29456;2026-03-31\|18.88\|-1.62\|19.12\|19.26\|18.81\|20337;2026-04-01\|19.06\|0.95\|19.21\|19.23\|18.94\|19149;2026-04-02\|18.85\|-1.10\|19.06\|19.16\|18.53\|17611;2026-04-03\|18.48\|-1.96\|18.90\|18.93\|18.47\|17651;2026-04-07\|18.43\|-0.27\|18.47\|18.69\|18.32\|17334;2026-04-08\|19.11\|3.69\|18.66\|19.11\|18.66\|21882;2026-04-09\|18.78\|-1.73\|19.02\|19.02\|18.70\|17674;2026-04-10\|19.20\|2.24\|18.79\|19.41\|18.79\|25433;2026-04-13\|19.29\|0.47\|19.10\|19.33\|18.95\|20629;2026-04-14\|19.02\|-1.40\|19.31\|19.31\|18.85\|21717;2026-04-15\|18.61\|-2.16\|19.17\|19.20\|18.58\|28003;2026-04-16\|18.83\|1.18\|18.61\|18.88\|18.43\|19670;2026-04-17\|20.71\|9.98\|18.70\|20.71\|18.60\|79436;2026-04-20\|21.91\|5.79\|21.20\|22.47\|21.16\|161116;2026-04-21\|21.63\|-1.28\|21.89\|22.03\|21.30\|71988;2026-04-22\|21.56\|-0.32\|21.40\|21.78\|21.27\|45039;2026-04-23\|21.64\|0.37\|21.41\|21.98\|21.30\|49518;2026-04-24\|20.83\|-3.74\|21.43\|21.63\|20.61\|49081;2026-04-27\|20.80\|-0.14\|20.78\|21.09\|20.50\|31090;2026-04-28\|21.12\|1.54\|20.88\|21.77\|20.70\|54033;2026-04-29\|21.54\|1.99\|20.75\|21.82\|20.75\|53046;2026-04-30\|21.75\|0.97\|21.30\|21.97\|20.89\|55153;2026-05-06\|21.94\|0.87\|22.00\|22.19\|21.75\|51949;2026-05-07\|22.66\|3.28\|21.94\|23.30\|21.94\|65169;2026-05-08\|23.32\|2.91\|22.55\|23.60\|22.45\|61985;2026-05-11\|24.17\|3.64\|23.33\|24.68\|23.31\|74878;2026-05-12\|24.45\|1.16\|24.00\|24.50\|23.83\|57787;2026-05-13\|24.61\|0.65\|24.50\|25.88\|24.12\|119629;2026-05-14\|23.94\|-2.72\|24.88\|25.19\|23.90\|103271;2026-05-15\|24.63\|2.88\|23.92\|25.18\|23.80\|99905;2026-05-18\|25.44\|3.29\|24.64\|25.50\|24.64\|85223;2026-05-19\|25.14\|-1.18\|25.44\|25.78\|24.79\|60589;2026-05-20\|27.65\|9.98\|24.93\|27.65\|24.93\|101087;2026-05-21\|25.84\|-6.55\|27.92\|28.97\|25.55\|193780;2026-05-22\|26.36\|2.01\|25.84\|26.63\|25.00\|116804;2026-05-25\|26.74\|1.44\|26.20\|27.05\|26.00\|88754;2026-05-26\|25.68\|-3.96\|26.39\|26.70\|25.14\|95957;2026-05-27\|25.29\|-1.52\|25.81\|26.47\|24.81\|91688;2026-05-28\|25.68\|1.54\|24.80\|25.84\|24.80\|50177;2026-05-29\|25.18\|-1.95\|25.62\|25.99\|24.90\|52347;2026-06-01\|25.66\|1.91\|25.25\|26.49\|25.23\|65722;2026-06-02\|24.94\|-2.81\|25.60\|25.79\|24.50\|65617;2026-06-03\|24.65\|-1.16\|24.94\|25.42\|24.50\|47815;2026-06-04\|24.19\|-1.87\|24.83\|24.83\|24.08\|44501;2026-06-05\|24.20\|0.04\|24.40\|24.48\|23.50\|41851;2026-06-08\|23.41\|-3.26\|23.49\|23.82\|22.95\|48119;2026-06-09\|24.69\|5.47\|23.60\|24.78\|23.31\|55234;2026-06-10\|24.73\|0.16\|24.50\|24.97\|24.20\|39084;2026-06-11\|23.83\|-3.64\|24.44\|24.88\|23.52\|39568;2026-06-12\|26.21\|9.99\|24.15\|26.21\|24.15\|57938;2026-06-15\|25.66\|-2.10\|26.72\|26.72\|24.93\|109773;2026-06-16\|24.91\|-2.92\|25.68\|25.86\|24.71\|77803;2026-06-17\|25.51\|2.41\|24.16\|26.50\|23.98\|91619;2026-06-18\|26.06\|2.16\|25.97\|26.59\|25.25\|80789;2026-06-22\|25.46\|-2.30\|26.10\|26.10\|25.01\|67593;2026-06-23\|25.06\|-1.57\|25.24\|26.45\|24.81\|71530;2026-06-24\|23.96\|-4.39\|24.99\|24.99\|23.27\|87342;2026-06-25\|26.36\|10.02\|24.10\|26.36\|23.60\|114021;2026-06-26\|29.00\|10.02\|27.36\|29.00\|26.90\|98970;2026-06-29\|29.02\|0.07\|30.50\|31.90\|28.00\|430069;2026-06-30\|30.17\|3.96\|29.16\|30.38\|27.49\|323060;2026-07-01\|29.35\|-2.72\|28.71\|31.35\|27.52\|316045;2026-07-02\|28.49\|-2.93\|28.02\|29.69\|27.85\|222271;2026-07-03\|27.00\|-5.23\|28.49\|28.51\|26.85\|145053;2026-07-06\|25.14\|-6.89\|26.68\|27.09\|25.13\|133222;2026-07-07\|24.79\|-1.39\|25.30\|25.66\|24.27\|70924;2026-07-08\|23.50\|-5.20\|24.81\|25.10\|23.47\|71636;2026-07-09\|23.59\|0.38\|24.23\|24.23\|22.50\|71702;2026-07-10\|24.63\|4.41\|23.85\|25.95\|23.61\|162648
116956	消息称台积电先进制程代工将全线涨价	涨停揭秘：子公司获半导体掩模版直写光刻机订单，叠加存储产业链情绪升温，设备端国产替代逻辑共振；涨停缘由：子公司洪镭光学斩获关键设备订单，填补国内高端掩模版制造装备空白；公司具备光刻+镀膜+检测全链条能力，直接受益于先进封装对高精度掩模版需求激增；资金逻辑：游资主导拉升，开源证券西安太华路营业部三日净买入超亿元，换手率连续两日超25%，量价配合明显，显示短线资金抢筹设备卡点环节；风险提示：订单尚未披露金额与交付周期，主业仍以传统光学为主，半导体设备营收占比低，业绩兑现存在不确定性	子公司洪镭光学获得半导体掩模版直写光刻机订单	2026-03-03\|39.97\|0.13\|40.38\|41.19\|39.68\|79664;2026-03-04\|39.55\|-1.05\|38.70\|40.26\|38.61\|42318;2026-03-05\|40.06\|1.29\|40.08\|40.45\|39.58\|27814;2026-03-06\|39.22\|-2.10\|39.85\|39.86\|38.92\|33118;2026-03-09\|38.54\|-1.73\|39.22\|39.22\|37.91\|34898;2026-03-10\|38.62\|0.21\|38.96\|39.18\|38.45\|22144;2026-03-11\|39.50\|2.28\|38.68\|40.04\|38.32\|52398;2026-03-12\|38.66\|-2.13\|39.40\|39.73\|38.57\|31703;2026-03-13\|38.70\|0.10\|38.66\|39.98\|38.66\|32807;2026-03-16\|39.23\|1.37\|38.75\|39.40\|38.30\|26936;2026-03-17\|37.81\|-3.62\|39.30\|39.30\|37.80\|38538;2026-03-18\|38.52\|1.88\|37.82\|38.80\|37.50\|33874;2026-03-19\|37.32\|-3.12\|38.11\|39.02\|37.06\|38948;2026-03-20\|36.83\|-1.31\|37.88\|37.88\|36.82\|25767;2026-03-23\|34.60\|-6.05\|35.60\|37.03\|34.45\|46229;2026-03-24\|35.28\|1.97\|35.17\|35.59\|34.21\|25721;2026-03-25\|37.35\|5.87\|35.44\|38.27\|35.37\|65456;2026-03-26\|37.08\|-0.72\|37.35\|37.65\|36.52\|33266;2026-03-27\|38.02\|2.54\|36.50\|38.50\|36.50\|39823;2026-03-30\|38.65\|1.66\|37.86\|38.98\|37.73\|32623;2026-03-31\|38.12\|-1.37\|38.68\|38.99\|37.74\|26552;2026-04-01\|39.15\|2.70\|38.88\|39.38\|38.44\|35753;2026-04-02\|39.05\|-0.26\|38.81\|39.54\|38.70\|28464;2026-04-03\|37.98\|-2.74\|39.28\|39.33\|37.77\|28020;2026-04-07\|38.52\|1.42\|37.95\|39.12\|37.90\|27440;2026-04-08\|40.29\|4.59\|39.10\|40.30\|38.99\|36893;2026-04-09\|40.12\|-0.42\|40.00\|41.00\|39.56\|44561;2026-04-10\|43.61\|8.70\|40.01\|44.13\|40.01\|121550;2026-04-13\|47.97\|10.00\|43.59\|47.97\|43.37\|126282;2026-04-14\|48.41\|0.92\|48.14\|49.50\|47.70\|123720;2026-04-15\|46.52\|-3.90\|48.60\|49.18\|46.39\|89392;2026-04-16\|46.51\|-0.02\|46.64\|47.09\|45.92\|63411;2026-04-17\|47.49\|2.11\|46.59\|48.49\|46.15\|56756;2026-04-20\|47.73\|0.51\|47.40\|49.00\|45.00\|106225;2026-04-21\|49.02\|2.70\|48.50\|49.60\|46.81\|80668;2026-04-22\|49.03\|0.02\|48.54\|49.50\|48.18\|65186;2026-04-23\|48.05\|-2.00\|48.00\|50.28\|47.88\|80897;2026-04-24\|47.45\|-1.25\|48.00\|49.79\|46.72\|90937;2026-04-27\|51.50\|8.54\|48.66\|52.00\|48.60\|118189;2026-04-28\|51.00\|-0.97\|50.67\|51.80\|50.12\|68180;2026-04-29\|48.76\|-4.39\|50.10\|52.50\|46.77\|130373;2026-04-30\|51.92\|6.48\|47.00\|52.04\|46.99\|115758;2026-05-06\|52.38\|0.89\|51.91\|53.80\|51.11\|89533;2026-05-07\|53.91\|2.92\|52.38\|54.50\|51.41\|68755;2026-05-08\|55.12\|2.24\|53.51\|55.88\|53.06\|71805;2026-05-11\|55.84\|1.31\|55.11\|56.49\|53.51\|109152;2026-05-12\|58.21\|4.24\|55.84\|58.68\|55.23\|102920;2026-05-13\|57.61\|-1.03\|57.50\|58.50\|56.32\|121713;2026-05-14\|57.20\|-0.71\|57.00\|59.59\|54.76\|96401;2026-05-15\|57.36\|0.28\|56.93\|59.18\|56.12\|73280;2026-05-18\|55.94\|-2.48\|56.30\|58.40\|55.15\|77827;2026-05-19\|57.60\|2.97\|55.52\|57.64\|54.01\|76427;2026-05-20\|58.90\|2.26\|57.62\|59.27\|57.62\|71369;2026-05-21\|56.93\|-3.34\|59.46\|62.88\|56.66\|104044;2026-05-22\|62.62\|9.99\|56.93\|62.62\|56.93\|111392;2026-05-25\|64.60\|3.16\|68.42\|68.52\|62.20\|160217;2026-05-26\|65.50\|1.39\|64.79\|66.06\|61.62\|101763;2026-05-27\|61.01\|-6.86\|67.00\|67.50\|59.80\|110554;2026-05-28\|61.18\|0.28\|61.31\|62.00\|59.60\|67966;2026-05-29\|61.76\|0.95\|62.58\|66.51\|59.00\|134983;2026-06-01\|65.99\|6.85\|61.89\|67.94\|60.58\|175350;2026-06-02\|70.99\|7.58\|63.50\|72.59\|63.50\|187970;2026-06-03\|75.87\|6.87\|70.92\|75.97\|68.01\|198416;2026-06-04\|77.00\|1.49\|74.20\|80.40\|73.70\|183792;2026-06-05\|76.55\|-0.58\|76.00\|80.49\|72.60\|141042;2026-06-08\|72.88\|-4.79\|72.96\|76.68\|70.13\|124310;2026-06-09\|75.00\|2.91\|74.00\|76.29\|73.07\|81033;2026-06-10\|79.00\|5.33\|74.30\|82.30\|73.30\|122016;2026-06-11\|74.30\|-5.95\|79.13\|79.13\|72.00\|113178;2026-06-12\|68.03\|-8.44\|75.79\|76.50\|67.52\|150935;2026-06-15\|74.83\|10.00\|68.85\|74.83\|68.58\|102484;2026-06-16\|80.60\|7.71\|77.20\|81.19\|76.01\|115101;2026-06-17\|81.33\|0.91\|79.84\|81.80\|77.50\|105645;2026-06-18\|80.62\|-0.87\|81.00\|81.80\|78.71\|74070;2026-06-22\|76.69\|-4.87\|80.61\|83.62\|74.71\|122807;2026-06-23\|74.41\|-2.97\|75.08\|76.98\|73.25\|66323;2026-06-24\|77.23\|3.79\|74.52\|77.77\|71.98\|74242;2026-06-25\|84.95\|10.00\|80.03\|84.95\|78.00\|77643;2026-06-26\|88.46\|4.13\|86.15\|92.23\|83.40\|152233;2026-06-29\|81.10\|-8.32\|88.55\|88.95\|79.61\|115679;2026-06-30\|81.29\|0.23\|81.20\|83.82\|78.80\|93478;2026-07-01\|81.20\|-0.11\|82.00\|86.18\|76.50\|118321;2026-07-02\|79.66\|-1.90\|77.00\|83.56\|75.99\|81582;2026-07-03\|76.86\|-3.51\|78.00\|81.56\|76.86\|70746;2026-07-06\|84.55\|10.01\|76.14\|84.55\|76.14\|204952;2026-07-07\|86.30\|2.07\|84.55\|88.15\|82.34\|158550;2026-07-08\|79.10\|-8.34\|88.03\|88.03\|78.75\|104004;2026-07-09\|82.60\|4.42\|79.91\|84.23\|77.00\|111466;2026-07-10\|84.38\|2.15\|83.00\|90.50\|81.13\|125759
116955	消息称台积电先进制程代工将全线涨价	算力租赁+光模块+英伟达+武汉国资行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年4月29日年报，公司已构建以航锦武汉从事算力服务、上海航锦云从事云业务的全域矩阵式产品及服务体系，为各类用户提供全栈式解决方案。 2、据2025年7月15日互动易，控股子公司超擎数智的800G光模块产品面向数据中心及高性能计算领域，是整体解决方案的重要部分。 3、据2026年6月24日互动易，公司采用英伟达高性能服务器为客户提供算力服务。 4、据2026年4月29日年报及一季报，公司智算算力、电子、化工三大板块协同发展，2026年一季度归母净利润同比增长213.64%；公司实控人为武汉市国资委。	1、公司是一家在国产军工芯片领域具有重要地位的企业，旗下子公司长沙韶光研发的高性能 GPU 芯片 SG6931 支持 2D/3D 图形加速等功能，还有反熔丝 FPGA 芯片因抗辐射等特性用于战机等关键设备，此外公司产品还涵盖模拟芯片、存储芯片、总线接口芯片等； 2、公司智算算力板块已部署GPU服务器集群，自持服务器约1400台、运算能力1.5万P，为多家大型终端客户提供算力租赁及全栈解决方案，旗下超擎数智为DeepSeek提供光模块和交换机	2026-03-03\|21.33\|-7.66\|23.20\|23.30\|21.03\|443225;2026-03-04\|21.68\|1.64\|20.90\|22.07\|20.89\|271473;2026-03-05\|21.60\|-0.37\|22.02\|22.15\|21.12\|311438;2026-03-06\|23.76\|10.00\|21.47\|23.76\|21.40\|432672;2026-03-09\|24.31\|2.31\|24.45\|25.90\|23.51\|1068630;2026-03-10\|24.10\|-0.86\|24.32\|24.68\|23.66\|709026;2026-03-11\|23.98\|-0.50\|23.83\|24.25\|23.79\|455781;2026-03-12\|24.98\|4.17\|23.98\|25.68\|23.85\|856221;2026-03-13\|23.57\|-5.64\|24.30\|24.45\|23.46\|502334;2026-03-16\|23.41\|-0.68\|23.03\|23.68\|22.60\|281597;2026-03-17\|22.65\|-3.25\|23.63\|23.79\|22.60\|305105;2026-03-18\|24.12\|6.49\|22.80\|24.92\|22.48\|736370;2026-03-19\|24.00\|-0.50\|23.40\|24.66\|23.40\|593122;2026-03-20\|22.51\|-6.21\|24.09\|24.10\|22.51\|409149;2026-03-23\|21.19\|-5.86\|22.04\|22.50\|21.01\|332996;2026-03-24\|21.46\|1.27\|21.63\|21.66\|20.40\|328167;2026-03-25\|22.31\|3.96\|21.48\|22.76\|21.48\|339484;2026-03-26\|21.14\|-5.24\|22.28\|22.28\|20.91\|282435;2026-03-27\|21.36\|1.04\|20.60\|21.88\|20.53\|260682;2026-03-30\|21.45\|0.42\|21.12\|21.98\|20.20\|294750;2026-03-31\|21.04\|-1.91\|21.30\|21.96\|21.04\|212192;2026-04-01\|21.23\|0.90\|21.43\|21.68\|21.01\|233243;2026-04-02\|19.88\|-6.36\|21.06\|21.15\|19.82\|338681;2026-04-03\|19.29\|-2.97\|20.19\|20.40\|19.19\|225867;2026-04-07\|17.36\|-10.01\|17.36\|17.36\|17.36\|30051;2026-04-08\|15.62\|-10.02\|15.62\|15.62\|15.62\|198534;2026-04-09\|15.36\|-1.66\|15.63\|16.05\|15.04\|1077434;2026-04-10\|14.74\|-4.04\|15.02\|15.29\|14.60\|756510;2026-04-13\|15.09\|2.37\|14.54\|15.15\|14.53\|524237;2026-04-14\|14.85\|-1.59\|15.15\|15.31\|14.64\|479642;2026-04-15\|14.42\|-2.90\|14.85\|14.88\|14.41\|402563;2026-04-16\|15.00\|4.02\|14.41\|15.05\|14.31\|498680;2026-04-17\|14.93\|-0.47\|14.91\|14.99\|14.55\|345478;2026-04-20\|14.98\|0.33\|14.90\|15.13\|14.83\|278299;2026-04-21\|14.45\|-3.54\|14.98\|14.98\|14.40\|326814;2026-04-22\|14.51\|0.42\|14.38\|14.52\|13.88\|392698;2026-04-23\|14.65\|0.96\|14.51\|14.94\|14.43\|380979;2026-04-24\|14.56\|-0.61\|14.50\|14.88\|14.30\|353402;2026-04-27\|14.09\|-3.23\|14.42\|14.43\|13.18\|414243;2026-04-28\|14.02\|-0.50\|13.99\|14.17\|13.83\|267147;2026-04-29\|15.42\|9.99\|14.35\|15.42\|14.30\|756051;2026-04-30\|15.32\|-0.65\|16.00\|16.41\|15.30\|754696;2026-05-06\|16.85\|9.99\|15.65\|16.85\|15.65\|535028;2026-05-07\|18.54\|10.03\|17.69\|18.54\|17.50\|571038;2026-05-08\|18.82\|1.51\|19.00\|19.64\|18.61\|1137634;2026-05-11\|18.14\|-3.61\|18.49\|18.67\|17.57\|748288;2026-05-12\|17.46\|-3.75\|18.04\|18.14\|17.38\|490356;2026-05-13\|17.73\|1.55\|17.46\|17.97\|17.15\|451777;2026-05-14\|17.55\|-1.02\|18.00\|18.40\|17.51\|616632;2026-05-15\|16.75\|-4.56\|17.77\|18.05\|16.60\|540280;2026-05-18\|16.34\|-2.45\|16.76\|17.20\|16.19\|366298;2026-05-19\|16.51\|1.04\|16.32\|16.79\|16.10\|303765;2026-05-20\|15.68\|-5.03\|16.30\|16.44\|15.67\|319058;2026-05-21\|14.62\|-6.76\|15.85\|15.85\|14.56\|376065;2026-05-22\|16.08\|9.99\|14.80\|16.08\|14.56\|472752;2026-05-25\|16.34\|1.62\|16.78\|16.78\|16.09\|415576;2026-05-26\|15.67\|-4.10\|16.34\|16.35\|15.39\|319985;2026-05-27\|15.01\|-4.21\|15.70\|15.75\|14.89\|285032;2026-05-28\|15.20\|1.27\|14.96\|15.44\|14.80\|274067;2026-05-29\|14.46\|-4.87\|15.12\|15.37\|14.37\|262890;2026-06-01\|14.46\|0.00\|14.54\|14.65\|14.26\|183930;2026-06-02\|14.14\|-2.21\|14.40\|14.40\|13.80\|206502;2026-06-03\|14.03\|-0.78\|14.08\|14.29\|13.87\|167983;2026-06-04\|13.66\|-2.64\|13.80\|13.97\|13.55\|170198;2026-06-05\|13.70\|0.29\|13.66\|13.96\|13.24\|208267;2026-06-08\|12.92\|-5.69\|13.20\|13.46\|12.75\|227470;2026-06-09\|13.17\|1.94\|13.01\|13.19\|12.54\|177577;2026-06-10\|12.89\|-2.13\|12.91\|13.34\|12.75\|154112;2026-06-11\|12.41\|-3.72\|12.90\|13.12\|12.32\|202719;2026-06-12\|12.39\|-0.16\|12.50\|12.59\|12.14\|277597;2026-06-15\|12.85\|3.71\|12.40\|12.91\|12.33\|218736;2026-06-16\|12.92\|0.54\|12.80\|13.07\|12.52\|179050;2026-06-17\|12.71\|-1.63\|12.95\|13.09\|12.63\|159731;2026-06-18\|12.35\|-2.83\|12.59\|12.64\|12.34\|160183;2026-06-22\|12.71\|2.92\|12.16\|12.74\|11.95\|271582;2026-06-23\|12.24\|-3.70\|12.59\|12.72\|12.16\|165010;2026-06-24\|13.46\|9.97\|12.20\|13.46\|11.77\|460735;2026-06-25\|14.81\|10.03\|13.92\|14.81\|13.92\|205705;2026-06-26\|13.97\|-5.67\|15.55\|15.75\|13.71\|958782;2026-06-29\|13.20\|-5.51\|13.47\|14.19\|13.02\|529991;2026-06-30\|14.52\|10.00\|13.08\|14.52\|12.67\|515864;2026-07-01\|14.85\|2.27\|14.55\|15.18\|14.26\|768459;2026-07-02\|15.02\|1.14\|14.37\|15.44\|14.15\|637426;2026-07-03\|14.58\|-2.93\|14.82\|15.10\|14.30\|450878;2026-07-06\|15.41\|5.69\|14.67\|15.69\|14.66\|598696;2026-07-07\|15.56\|0.97\|16.95\|16.95\|15.20\|858417;2026-07-08\|14.19\|-8.80\|15.65\|15.67\|14.00\|620123;2026-07-09\|14.02\|-1.20\|13.85\|14.65\|13.58\|467358;2026-07-10\|14.23\|1.50\|13.75\|14.67\|13.61\|521587
116954	消息称台积电先进制程代工将全线涨价	涨停揭秘：长电科技作为国内封测龙头，受益于NAND闪存价格企稳反弹及AI驱动存储需求上修；涨停缘由：公司深度绑定国内外主流存储厂商，覆盖NAND及DDR全品类；2026年Q1 NAND合约价环比上涨超15%，叠加服务器厂商补库启动，封测产能利用率回升；资金逻辑：4月8日涨停伴随成交额放量至前五日均值2.3倍，北向资金连续两日增持，显示产业资本与外资同步回补；风险提示：全球存储产能仍处高位，价格反弹持续性待验证，且公司2025年扣非净利同比下滑，盈利修复节奏偏缓	国内封测龙头，拟投资78亿元在上海临港建设高端先进封测工厂	2026-03-03\|47.57\|1.71\|47.30\|49.89\|46.94\|1557580;2026-03-04\|47.86\|0.61\|45.91\|49.45\|45.91\|995265;2026-03-05\|48.70\|1.76\|49.30\|50.33\|48.22\|1147240;2026-03-06\|47.04\|-3.41\|48.10\|49.09\|46.86\|920253;2026-03-09\|45.00\|-4.34\|45.63\|45.63\|42.70\|1075819;2026-03-10\|46.00\|2.22\|46.00\|46.60\|45.35\|713216;2026-03-11\|46.81\|1.76\|46.46\|48.26\|46.33\|917879;2026-03-12\|45.73\|-2.31\|46.60\|47.68\|45.44\|653574;2026-03-13\|45.48\|-0.55\|45.27\|46.80\|44.79\|543064;2026-03-16\|45.75\|0.59\|45.31\|46.46\|44.15\|705271;2026-03-17\|43.75\|-4.37\|46.03\|46.04\|43.69\|621114;2026-03-18\|45.77\|4.62\|44.25\|46.17\|43.93\|791233;2026-03-19\|44.19\|-3.45\|44.79\|45.17\|44.00\|531942;2026-03-20\|42.03\|-4.89\|44.66\|44.75\|42.00\|772824;2026-03-23\|39.08\|-7.02\|40.48\|41.18\|38.67\|757104;2026-03-24\|39.45\|0.95\|39.90\|39.97\|38.39\|461181;2026-03-25\|40.64\|3.02\|39.90\|41.26\|39.87\|533289;2026-03-26\|39.43\|-2.98\|40.40\|40.76\|39.24\|377749;2026-03-27\|39.53\|0.25\|38.85\|39.94\|38.60\|367940;2026-03-30\|39.84\|0.78\|38.66\|39.97\|38.45\|338891;2026-03-31\|38.75\|-2.74\|39.50\|39.60\|38.55\|404005;2026-04-01\|39.49\|1.91\|39.88\|39.89\|39.24\|367070;2026-04-02\|38.48\|-2.56\|39.53\|39.53\|38.28\|328915;2026-04-03\|38.29\|-0.49\|38.88\|38.98\|38.02\|261706;2026-04-07\|38.82\|1.38\|38.70\|39.06\|38.54\|273821;2026-04-08\|41.98\|8.14\|40.05\|41.98\|40.03\|713712;2026-04-09\|41.91\|-0.17\|41.17\|42.47\|41.05\|497533;2026-04-10\|43.02\|2.65\|42.74\|43.79\|42.74\|667669;2026-04-13\|42.85\|-0.40\|42.50\|43.50\|42.50\|443211;2026-04-14\|44.34\|3.48\|43.60\|45.08\|43.30\|825500;2026-04-15\|43.59\|-1.69\|44.50\|44.70\|43.36\|680666;2026-04-16\|43.73\|0.32\|43.60\|44.02\|43.20\|442433;2026-04-17\|43.98\|0.57\|43.68\|44.60\|43.25\|613942;2026-04-20\|44.49\|1.16\|44.00\|45.00\|43.49\|611808;2026-04-21\|44.03\|-1.03\|44.50\|44.60\|43.13\|465116;2026-04-22\|45.51\|3.36\|43.84\|45.68\|43.77\|768614;2026-04-23\|44.41\|-2.42\|45.56\|45.78\|44.04\|663156;2026-04-24\|44.89\|1.08\|44.82\|45.87\|44.51\|700289;2026-04-27\|46.32\|3.19\|46.00\|46.95\|45.55\|1021313;2026-04-28\|45.10\|-2.63\|46.10\|46.49\|44.76\|804400;2026-04-29\|44.36\|-1.64\|44.20\|44.63\|43.09\|862876;2026-04-30\|45.56\|2.71\|44.65\|45.86\|44.11\|1014030;2026-05-06\|48.20\|5.79\|47.86\|49.18\|47.85\|1499983;2026-05-07\|48.76\|1.16\|48.90\|49.50\|47.47\|1321662;2026-05-08\|50.75\|4.08\|48.00\|51.59\|47.10\|1686549;2026-05-11\|55.83\|10.01\|53.80\|55.83\|53.19\|1629943;2026-05-12\|55.24\|-1.06\|56.76\|56.99\|54.60\|2243986;2026-05-13\|57.49\|4.07\|53.51\|57.97\|53.20\|2182123;2026-05-14\|54.31\|-5.53\|57.79\|57.79\|54.28\|1744515;2026-05-15\|58.05\|6.89\|55.17\|59.73\|54.63\|2510798;2026-05-18\|58.33\|0.48\|57.47\|61.96\|57.01\|2402943;2026-05-19\|60.81\|4.25\|56.91\|61.00\|56.08\|2319497;2026-05-20\|66.22\|8.90\|59.78\|66.89\|59.77\|2859682;2026-05-21\|66.84\|0.94\|66.88\|71.28\|65.67\|3125058;2026-05-22\|72.88\|9.04\|67.05\|73.14\|63.95\|2869279;2026-05-25\|80.17\|10.00\|74.00\|80.17\|71.00\|2751391;2026-05-26\|88.19\|10.00\|83.00\|88.19\|81.15\|3398367;2026-05-27\|86.16\|-2.30\|86.50\|94.90\|83.50\|3513412;2026-05-28\|84.74\|-1.65\|83.01\|87.50\|81.00\|2722646;2026-05-29\|82.05\|-3.17\|86.00\|89.77\|80.33\|3103586;2026-06-01\|75.65\|-7.80\|80.10\|83.51\|75.00\|2953365;2026-06-02\|75.35\|-0.40\|76.86\|77.54\|72.65\|2532512;2026-06-03\|80.13\|6.34\|76.23\|82.89\|76.23\|3253501;2026-06-04\|80.08\|-0.06\|79.00\|81.86\|77.80\|2270520;2026-06-05\|75.65\|-5.53\|79.66\|80.42\|75.08\|2053712;2026-06-08\|70.30\|-7.07\|70.92\|73.00\|69.70\|1681298;2026-06-09\|75.29\|7.10\|72.98\|75.65\|71.40\|1664743;2026-06-10\|74.05\|-1.65\|73.50\|76.44\|72.47\|1502748;2026-06-11\|71.95\|-2.84\|72.60\|74.26\|71.00\|1279991;2026-06-12\|68.92\|-4.21\|75.00\|75.88\|68.85\|1863166;2026-06-15\|74.32\|7.84\|70.30\|74.47\|67.95\|1781531;2026-06-16\|76.93\|3.51\|75.06\|78.38\|74.96\|1917094;2026-06-17\|81.76\|6.28\|76.00\|82.83\|76.00\|2228067;2026-06-18\|83.03\|1.55\|81.89\|85.55\|81.03\|2340780;2026-06-22\|91.33\|10.00\|85.88\|91.33\|85.60\|2372194;2026-06-23\|86.09\|-5.63\|91.96\|91.96\|84.38\|2221175;2026-06-24\|94.70\|10.00\|84.00\|94.70\|84.00\|2573253;2026-06-25\|104.17\|10.00\|100.00\|104.17\|99.99\|1197230;2026-06-26\|100.89\|-3.15\|106.92\|109.33\|100.68\|3358285;2026-06-29\|103.25\|2.34\|103.00\|105.80\|92.40\|3261605;2026-06-30\|103.55\|0.29\|101.29\|105.07\|96.45\|2285109;2026-07-01\|106.64\|2.98\|105.50\|111.11\|101.68\|2459790;2026-07-02\|95.98\|-10.00\|99.00\|101.00\|95.98\|1908044;2026-07-03\|90.88\|-5.31\|93.40\|94.98\|88.35\|1782265;2026-07-06\|95.09\|4.63\|94.85\|97.90\|90.88\|2084214;2026-07-07\|100.99\|6.20\|92.00\|102.88\|91.80\|2272055;2026-07-08\|94.11\|-6.81\|100.90\|102.68\|91.00\|2071654;2026-07-09\|103.52\|10.00\|97.70\|103.52\|94.60\|2063758;2026-07-10\|101.11\|-2.33\|108.88\|113.87\|101.11\|3058528
116953	消息称台积电先进制程代工将全线涨价	半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，台湾亚翔持有公司53.99%股权，年报净利润同比增长40.30%	2026-03-03\|132.12\|-7.69\|144.80\|146.00\|132.11\|50948;2026-03-04\|134.21\|1.58\|131.84\|135.90\|131.37\|37021;2026-03-05\|136.80\|1.93\|136.86\|138.68\|133.37\|38744;2026-03-06\|135.25\|-1.13\|136.80\|141.00\|135.17\|25055;2026-03-09\|132.11\|-2.32\|130.01\|132.80\|126.60\|39665;2026-03-10\|135.53\|2.59\|135.50\|136.60\|132.51\|24016;2026-03-11\|131.30\|-3.12\|135.53\|136.68\|129.70\|33247;2026-03-12\|128.03\|-2.49\|130.35\|132.50\|126.50\|33090;2026-03-13\|140.83\|10.00\|138.75\|140.83\|138.75\|22768;2026-03-16\|154.91\|10.00\|153.21\|154.91\|145.20\|92675;2026-03-17\|170.40\|10.00\|161.80\|170.40\|153.03\|108065;2026-03-18\|181.88\|6.74\|173.81\|182.00\|167.15\|96270;2026-03-19\|175.50\|-3.51\|174.10\|179.80\|172.30\|63319;2026-03-20\|184.92\|5.37\|178.07\|189.69\|177.70\|78049;2026-03-23\|173.80\|-6.01\|177.57\|180.00\|172.34\|61059;2026-03-24\|191.18\|10.00\|176.90\|191.18\|171.11\|39384;2026-03-25\|199.98\|4.60\|205.00\|210.30\|197.44\|100727;2026-03-26\|191.00\|-4.49\|202.31\|206.46\|190.54\|74829;2026-03-27\|185.11\|-3.08\|182.97\|186.98\|180.00\|55855;2026-03-30\|187.41\|1.24\|180.08\|191.98\|180.08\|52180;2026-03-31\|179.90\|-4.01\|186.71\|186.71\|176.00\|52438;2026-04-01\|184.70\|2.67\|187.00\|188.78\|180.33\|45023;2026-04-02\|178.62\|-3.29\|184.70\|188.98\|176.20\|41006;2026-04-03\|177.30\|-0.74\|178.70\|181.52\|174.70\|28652;2026-04-07\|173.55\|-2.12\|179.52\|179.52\|172.23\|28098;2026-04-08\|180.90\|4.24\|178.00\|180.90\|172.80\|51540;2026-04-09\|198.99\|10.00\|177.29\|198.99\|176.10\|60091;2026-04-10\|210.50\|5.78\|204.00\|212.89\|200.49\|87411;2026-04-13\|211.50\|0.48\|206.29\|215.65\|204.64\|59834;2026-04-14\|190.35\|-10.00\|209.61\|211.00\|190.35\|94083;2026-04-15\|185.27\|-2.67\|191.76\|197.40\|184.51\|84195;2026-04-16\|187.07\|0.97\|188.06\|188.60\|178.74\|66604;2026-04-17\|186.63\|-0.24\|186.00\|187.44\|182.36\|51113;2026-04-20\|184.82\|-0.97\|185.99\|188.00\|183.50\|42055;2026-04-21\|187.39\|1.39\|184.82\|191.99\|184.00\|66769;2026-04-22\|188.28\|0.47\|185.52\|188.98\|182.51\|56716;2026-04-23\|185.40\|-1.53\|187.50\|188.49\|181.86\|45994;2026-04-24\|189.12\|2.01\|185.99\|199.20\|185.00\|59298;2026-04-27\|194.75\|2.98\|189.37\|198.99\|186.50\|59778;2026-04-28\|193.70\|-0.54\|192.81\|199.89\|190.10\|46641;2026-04-29\|192.38\|-0.68\|191.50\|194.00\|188.23\|41199;2026-04-30\|188.30\|-2.12\|195.26\|195.88\|181.00\|47252;2026-05-06\|201.81\|7.17\|191.88\|207.13\|188.97\|78561;2026-05-07\|206.00\|2.08\|206.80\|209.70\|196.10\|65232;2026-05-08\|200.97\|-2.44\|202.22\|206.66\|198.01\|39610;2026-05-11\|206.20\|2.60\|204.00\|214.75\|203.05\|55459;2026-05-12\|194.90\|-5.48\|204.10\|208.00\|186.00\|89732;2026-05-13\|197.25\|1.21\|190.00\|199.33\|186.01\|49600;2026-05-14\|188.20\|-4.59\|197.00\|198.87\|185.21\|40046;2026-05-15\|190.70\|1.33\|188.00\|202.00\|186.80\|59427;2026-05-18\|183.26\|-3.06\|192.00\|195.68\|182.44\|48803;2026-05-19\|182.85\|-0.22\|181.00\|182.85\|170.03\|68813;2026-05-20\|188.70\|3.20\|182.63\|193.08\|182.63\|56261;2026-05-21\|176.90\|-6.25\|187.35\|192.80\|175.76\|52384;2026-05-22\|176.01\|-0.50\|177.00\|179.00\|170.40\|47081;2026-05-25\|177.69\|0.95\|176.00\|181.68\|173.15\|37733;2026-05-26\|165.11\|-7.08\|178.00\|178.00\|162.28\|65871;2026-05-27\|164.43\|-0.41\|167.30\|170.36\|163.10\|70030;2026-05-28\|160.11\|-2.63\|165.14\|165.99\|158.60\|52228;2026-05-29\|151.20\|-5.56\|160.00\|161.89\|149.90\|65855;2026-06-01\|146.56\|-3.07\|149.96\|152.70\|146.00\|43534;2026-06-02\|149.65\|2.11\|146.74\|152.45\|144.11\|42255;2026-06-03\|150.64\|0.66\|149.63\|155.10\|148.00\|50495;2026-06-04\|156.00\|3.56\|149.00\|157.00\|148.00\|74053;2026-06-05\|170.09\|9.03\|159.00\|171.35\|153.00\|125325;2026-06-08\|187.10\|10.00\|166.25\|187.10\|166.25\|101144;2026-06-09\|205.81\|10.00\|199.94\|205.81\|199.94\|32834;2026-06-10\|222.06\|7.90\|205.00\|226.39\|205.00\|179179;2026-06-11\|230.86\|3.96\|227.62\|237.57\|223.01\|105580;2026-06-12\|218.08\|-5.54\|242.80\|246.98\|215.48\|113689;2026-06-15\|215.39\|-1.23\|220.01\|224.62\|209.99\|99298;2026-06-16\|211.07\|-2.01\|215.39\|219.68\|207.00\|84424;2026-06-17\|232.18\|10.00\|207.00\|232.18\|206.31\|99759;2026-06-18\|215.52\|-7.18\|235.00\|247.65\|213.00\|140749;2026-06-22\|213.72\|-0.84\|214.88\|222.22\|205.00\|93353;2026-06-23\|210.80\|-1.37\|208.99\|214.64\|203.82\|60058;2026-06-24\|231.88\|10.00\|209.00\|231.88\|208.58\|64116;2026-06-25\|255.07\|10.00\|255.07\|255.07\|248.11\|26738;2026-06-26\|260.85\|2.27\|256.00\|270.36\|247.00\|140300;2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597
116952	建滔积层板再度涨价	PCB+封装基板+拟定增+央企行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-03-03\|270.95\|-6.49\|289.80\|290.95\|270.28\|99690;2026-03-04\|267.90\|-1.13\|269.00\|274.50\|265.20\|64515;2026-03-05\|268.16\|0.10\|274.80\|280.44\|265.20\|92348;2026-03-06\|263.78\|-1.63\|266.11\|268.96\|259.60\|57019;2026-03-09\|255.10\|-3.29\|250.60\|258.48\|240.66\|109483;2026-03-10\|263.66\|3.36\|260.61\|267.75\|259.00\|84764;2026-03-11\|259.60\|-1.54\|263.00\|266.90\|258.00\|77504;2026-03-12\|252.61\|-2.69\|258.00\|263.00\|249.50\|68849;2026-03-13\|250.23\|-0.94\|250.00\|256.38\|243.50\|104134;2026-03-16\|256.00\|2.31\|248.23\|256.50\|243.51\|107596;2026-03-17\|254.40\|-0.62\|263.66\|268.30\|254.00\|145604;2026-03-18\|264.93\|4.14\|259.79\|265.66\|251.08\|120279;2026-03-19\|249.99\|-5.64\|255.00\|258.10\|248.00\|113599;2026-03-20\|249.68\|-0.12\|251.82\|256.77\|248.01\|78897;2026-03-23\|233.49\|-6.48\|239.00\|241.03\|230.01\|86967;2026-03-24\|235.03\|0.66\|236.81\|236.99\|228.09\|64455;2026-03-25\|237.99\|1.26\|237.88\|246.99\|237.00\|88227;2026-03-26\|232.30\|-2.39\|236.60\|239.82\|231.78\|64590;2026-03-27\|233.18\|0.38\|226.07\|237.23\|224.00\|75796;2026-03-30\|225.58\|-3.26\|228.99\|230.19\|218.50\|104351;2026-03-31\|219.51\|-2.69\|225.17\|225.32\|217.68\|86014;2026-04-01\|231.00\|5.23\|225.80\|231.70\|223.88\|108849;2026-04-02\|219.00\|-5.19\|228.34\|229.00\|218.00\|91608;2026-04-03\|212.78\|-2.84\|220.06\|221.00\|211.00\|103330;2026-04-07\|215.92\|1.48\|214.00\|219.33\|213.45\|84064;2026-04-08\|237.51\|10.00\|222.70\|237.51\|222.33\|155389;2026-04-09\|243.00\|2.31\|237.04\|244.88\|236.00\|153479;2026-04-10\|262.03\|7.83\|245.00\|267.30\|245.00\|228835;2026-04-13\|268.69\|2.54\|259.00\|269.90\|259.00\|141789;2026-04-14\|285.77\|6.36\|272.14\|291.90\|268.78\|147089;2026-04-15\|270.93\|-5.19\|284.98\|285.00\|269.16\|142927;2026-04-16\|270.14\|-0.29\|270.86\|272.21\|266.34\|99760;2026-04-17\|283.06\|4.78\|269.45\|288.88\|266.03\|133507;2026-04-20\|287.62\|1.61\|285.83\|298.00\|285.00\|111578;2026-04-21\|295.33\|2.68\|285.00\|296.64\|282.49\|122227;2026-04-22\|301.30\|2.02\|296.82\|302.80\|293.00\|104824;2026-04-23\|301.30\|0.00\|301.40\|309.93\|294.30\|122339;2026-04-24\|301.36\|0.02\|305.00\|313.00\|293.45\|152830;2026-04-27\|321.80\|6.78\|307.39\|330.98\|307.39\|138290;2026-04-28\|314.93\|-2.13\|321.32\|321.84\|308.00\|120918;2026-04-29\|314.51\|-0.13\|308.50\|318.34\|302.00\|97424;2026-04-30\|312.50\|-0.64\|318.68\|322.75\|308.21\|102497;2026-05-06\|318.75\|2.00\|325.41\|337.77\|318.49\|119537;2026-05-07\|323.50\|1.49\|322.75\|329.00\|318.16\|85179;2026-05-08\|320.37\|-0.97\|316.66\|329.33\|315.10\|95192;2026-05-11\|333.52\|4.10\|325.40\|336.19\|313.59\|123785;2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742
116951	建滔积层板再度涨价	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商，25年净利润同比增长91.75%； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-03-03\|67.64\|-1.18\|71.40\|72.60\|67.50\|656592;2026-03-04\|65.87\|-2.62\|66.63\|68.16\|65.10\|432008;2026-03-05\|65.98\|0.17\|67.35\|69.23\|65.18\|506862;2026-03-06\|64.00\|-3.00\|65.50\|65.99\|63.28\|394547;2026-03-09\|60.92\|-4.81\|61.38\|61.72\|58.07\|561772;2026-03-10\|64.41\|5.73\|62.40\|64.49\|62.36\|541019;2026-03-11\|63.50\|-1.41\|65.00\|65.82\|63.15\|409653;2026-03-12\|62.76\|-1.17\|63.06\|65.86\|61.78\|384607;2026-03-13\|63.44\|1.08\|61.79\|64.68\|61.77\|443421;2026-03-16\|64.39\|1.50\|63.75\|64.91\|61.73\|467635;2026-03-17\|61.88\|-3.90\|65.90\|66.37\|61.80\|481357;2026-03-18\|63.50\|2.62\|62.23\|64.28\|61.72\|441083;2026-03-19\|60.60\|-4.57\|62.00\|62.36\|60.30\|415929;2026-03-20\|60.22\|-0.63\|61.00\|63.20\|60.20\|527576;2026-03-23\|55.85\|-7.26\|58.40\|58.82\|55.39\|613817;2026-03-24\|56.88\|1.84\|56.80\|56.99\|55.06\|407959;2026-03-25\|57.80\|1.62\|57.65\|58.80\|57.00\|417208;2026-03-26\|55.41\|-4.13\|57.88\|57.99\|55.20\|475627;2026-03-27\|54.75\|-1.19\|54.66\|55.66\|53.58\|373639;2026-03-30\|55.10\|0.64\|53.45\|55.33\|53.01\|309474;2026-03-31\|54.17\|-1.69\|54.60\|55.60\|53.41\|323524;2026-04-01\|55.10\|1.72\|55.55\|55.98\|54.55\|331705;2026-04-02\|51.63\|-6.30\|54.14\|54.49\|51.20\|626013;2026-04-03\|52.50\|1.69\|52.04\|53.30\|52.03\|394179;2026-04-07\|55.20\|5.14\|53.36\|55.99\|53.00\|594489;2026-04-08\|58.98\|6.85\|57.00\|59.11\|56.68\|686975;2026-04-09\|59.20\|0.37\|57.81\|59.75\|57.53\|419173;2026-04-10\|61.21\|3.40\|60.14\|62.26\|59.20\|602890;2026-04-13\|63.47\|3.69\|60.36\|64.50\|60.28\|668701;2026-04-14\|66.82\|5.28\|64.50\|67.66\|63.28\|799660;2026-04-15\|66.90\|0.12\|68.50\|71.00\|66.54\|930830;2026-04-16\|67.56\|0.99\|67.32\|68.14\|66.01\|530250;2026-04-17\|69.25\|2.50\|67.05\|70.37\|66.70\|568740;2026-04-20\|69.80\|0.79\|69.28\|71.49\|68.74\|564127;2026-04-21\|72.55\|3.94\|69.51\|74.00\|69.07\|735391;2026-04-22\|76.00\|4.76\|72.54\|76.44\|72.00\|678667;2026-04-23\|74.95\|-1.38\|76.01\|78.50\|73.51\|725714;2026-04-24\|72.63\|-3.10\|74.20\|75.70\|71.55\|574448;2026-04-27\|76.67\|5.56\|74.00\|77.63\|74.00\|557872;2026-04-28\|76.62\|-0.07\|77.34\|78.10\|74.09\|625638;2026-04-29\|78.00\|1.80\|76.66\|80.87\|75.98\|736410;2026-04-30\|76.51\|-1.91\|79.00\|80.45\|76.32\|468913;2026-05-06\|80.81\|5.62\|78.80\|82.77\|78.80\|603167;2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013
116950	建滔积层板再度涨价	钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-03-03\|64.94\|-5.91\|68.75\|71.50\|64.77\|1122076;2026-03-04\|66.48\|2.37\|62.31\|68.83\|62.00\|957298;2026-03-05\|64.37\|-3.17\|67.81\|67.95\|63.66\|782869;2026-03-06\|65.66\|2.00\|65.00\|68.60\|63.70\|728781;2026-03-09\|65.11\|-0.84\|64.60\|65.85\|61.64\|658924;2026-03-10\|66.46\|2.07\|66.08\|66.61\|62.50\|593772;2026-03-11\|62.85\|-5.43\|67.69\|69.20\|62.40\|948286;2026-03-12\|62.30\|-0.88\|62.51\|64.50\|61.01\|687058;2026-03-13\|56.07\|-10.00\|59.70\|59.70\|56.07\|1232874;2026-03-16\|55.19\|-1.57\|54.61\|56.24\|53.49\|910102;2026-03-17\|53.55\|-2.97\|54.53\|55.84\|53.41\|643134;2026-03-18\|54.44\|1.66\|54.28\|55.20\|53.49\|443201;2026-03-19\|51.39\|-5.60\|53.20\|53.46\|50.97\|739162;2026-03-20\|50.09\|-2.53\|52.41\|52.68\|49.74\|532683;2026-03-23\|47.76\|-4.65\|48.50\|50.00\|47.20\|551973;2026-03-24\|49.74\|4.15\|48.81\|49.74\|46.64\|727319;2026-03-25\|49.55\|-0.38\|51.14\|51.78\|48.77\|808340;2026-03-26\|47.11\|-4.92\|49.81\|49.98\|46.70\|601809;2026-03-27\|48.62\|3.21\|46.89\|49.41\|46.40\|683203;2026-03-30\|48.82\|0.41\|49.99\|50.22\|47.80\|542773;2026-03-31\|47.71\|-2.27\|49.79\|49.92\|47.20\|498101;2026-04-01\|48.87\|2.43\|48.73\|49.33\|48.03\|478495;2026-04-02\|46.17\|-5.52\|48.00\|48.16\|45.55\|541320;2026-04-03\|46.27\|0.22\|46.86\|47.24\|46.00\|355314;2026-04-07\|47.64\|2.96\|46.87\|48.54\|46.57\|454108;2026-04-08\|49.45\|3.80\|49.00\|49.83\|48.22\|881840;2026-04-09\|49.15\|-0.61\|48.42\|50.10\|47.93\|523657;2026-04-10\|48.98\|-0.35\|49.20\|49.87\|47.20\|898393;2026-04-13\|48.35\|-1.29\|48.30\|49.30\|46.95\|637699;2026-04-14\|49.94\|3.29\|49.18\|50.54\|48.36\|854611;2026-04-15\|47.18\|-5.53\|50.96\|51.01\|46.80\|1200172;2026-04-16\|51.90\|10.00\|47.61\|51.90\|45.60\|1247225;2026-04-17\|56.12\|8.13\|53.50\|57.09\|53.37\|1945776;2026-04-20\|58.54\|4.31\|57.16\|60.75\|57.16\|1441616;2026-04-21\|57.81\|-1.25\|58.00\|58.69\|56.88\|725388;2026-04-22\|58.13\|0.55\|57.74\|59.66\|56.71\|953165;2026-04-23\|56.57\|-2.68\|57.78\|58.20\|55.00\|917873;2026-04-24\|55.18\|-2.46\|55.31\|56.92\|53.30\|752655;2026-04-27\|53.83\|-2.45\|54.01\|56.74\|53.55\|871141;2026-04-28\|52.10\|-3.21\|53.82\|54.50\|51.13\|681152;2026-04-29\|57.31\|10.00\|52.07\|57.31\|51.80\|826627;2026-04-30\|58.19\|1.54\|58.00\|59.90\|57.30\|1241948;2026-05-06\|61.99\|6.53\|58.47\|62.83\|55.68\|1433116;2026-05-07\|63.19\|1.94\|62.88\|64.31\|61.05\|1078478;2026-05-08\|60.47\|-4.30\|61.80\|62.79\|59.70\|1072527;2026-05-11\|60.64\|0.28\|60.00\|61.76\|59.12\|944088;2026-05-12\|59.68\|-1.58\|60.88\|60.99\|58.53\|634916;2026-05-13\|62.46\|4.66\|59.33\|63.30\|59.09\|1003488;2026-05-14\|59.05\|-5.46\|61.84\|63.25\|58.80\|759567;2026-05-15\|56.46\|-4.39\|58.54\|59.12\|56.00\|675737;2026-05-18\|56.96\|0.89\|56.21\|58.64\|55.88\|544500;2026-05-19\|53.97\|-5.25\|56.47\|56.80\|52.53\|706559;2026-05-20\|55.18\|2.24\|54.01\|55.29\|52.72\|692103;2026-05-21\|56.71\|2.77\|55.13\|60.50\|54.90\|1030059;2026-05-22\|62.38\|10.00\|57.24\|62.38\|57.20\|918080;2026-05-25\|64.21\|2.93\|64.80\|65.30\|62.20\|1148122;2026-05-26\|67.69\|5.42\|63.94\|68.90\|63.03\|1286962;2026-05-27\|64.83\|-4.23\|68.80\|68.82\|63.60\|1051820;2026-05-28\|68.97\|6.39\|64.68\|70.38\|64.21\|1096913;2026-05-29\|68.00\|-1.41\|68.97\|70.96\|66.70\|990877;2026-06-01\|63.18\|-7.09\|68.02\|70.80\|63.01\|930470;2026-06-02\|66.51\|5.27\|64.13\|67.10\|61.30\|834733;2026-06-03\|71.71\|7.82\|65.89\|73.16\|65.11\|1227031;2026-06-04\|74.33\|3.65\|70.50\|74.81\|69.00\|1056332;2026-06-05\|70.10\|-5.69\|73.03\|74.31\|69.54\|823078;2026-06-08\|67.92\|-3.11\|66.00\|72.24\|64.57\|935596;2026-06-09\|70.80\|4.24\|69.00\|71.18\|67.28\|801430;2026-06-10\|72.90\|2.97\|69.18\|74.60\|68.20\|1021322;2026-06-11\|77.95\|6.93\|72.80\|79.60\|72.22\|1331268;2026-06-12\|79.00\|1.35\|80.31\|84.32\|75.68\|1620659;2026-06-15\|86.90\|10.00\|80.80\|86.90\|77.99\|1210464;2026-06-16\|92.50\|6.44\|89.48\|94.14\|89.01\|1231093;2026-06-17\|89.53\|-3.21\|89.00\|92.12\|88.00\|1078428;2026-06-18\|98.48\|10.00\|88.75\|98.48\|88.75\|914634;2026-06-22\|108.33\|10.00\|103.08\|108.33\|101.58\|831319;2026-06-23\|102.50\|-5.38\|113.99\|113.99\|101.08\|1383866;2026-06-24\|100.08\|-2.36\|99.86\|101.96\|94.79\|1198902;2026-06-25\|105.68\|5.60\|101.00\|107.58\|98.00\|1029206;2026-06-26\|99.51\|-5.84\|103.06\|109.68\|99.00\|936942;2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606
116949	建滔积层板再度涨价	光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；在电子电路领域，公司专注于为行业领先的客户提供全方位电子电路（PCB）产品及服务，PCB 业务涵盖刚性、柔性、刚挠结合板等全系列产品	2026-03-03\|94.88\|4.23\|95.57\|98.69\|92.60\|1169033;2026-03-04\|95.00\|0.13\|91.00\|96.50\|91.00\|703854;2026-03-05\|92.70\|-2.42\|97.85\|97.99\|92.00\|779276;2026-03-06\|95.45\|2.97\|90.06\|98.50\|87.97\|901125;2026-03-09\|98.24\|2.92\|90.30\|98.50\|87.19\|904426;2026-03-10\|108.06\|10.00\|102.00\|108.06\|101.20\|913332;2026-03-11\|104.80\|-3.02\|109.33\|111.65\|103.71\|913691;2026-03-12\|109.30\|4.29\|106.09\|109.30\|101.20\|791965;2026-03-13\|110.93\|1.49\|111.10\|118.98\|110.11\|1038026;2026-03-16\|119.00\|7.27\|112.71\|120.50\|111.00\|872649;2026-03-17\|109.71\|-7.81\|117.00\|117.16\|108.89\|972445;2026-03-18\|107.38\|-2.12\|111.93\|113.88\|101.83\|1372626;2026-03-19\|111.72\|4.04\|104.00\|114.11\|104.00\|827166;2026-03-20\|116.06\|3.88\|117.06\|119.55\|114.03\|928616;2026-03-23\|105.23\|-9.33\|110.27\|113.90\|104.90\|833379;2026-03-24\|107.52\|2.18\|108.30\|108.35\|101.74\|683509;2026-03-25\|108.21\|0.64\|113.90\|115.01\|107.75\|812183;2026-03-26\|104.30\|-3.61\|107.29\|109.32\|103.80\|657304;2026-03-27\|102.65\|-1.58\|100.00\|103.95\|98.83\|635680;2026-03-30\|105.00\|2.29\|100.81\|106.80\|100.76\|518951;2026-03-31\|103.30\|-1.62\|102.90\|107.00\|100.57\|566630;2026-04-01\|109.00\|5.52\|107.50\|109.50\|104.52\|701607;2026-04-02\|106.25\|-2.52\|107.05\|109.80\|104.80\|442869;2026-04-03\|110.55\|4.05\|108.59\|115.28\|108.00\|621609;2026-04-07\|109.01\|-1.39\|110.56\|112.00\|106.85\|455762;2026-04-08\|119.91\|10.00\|119.91\|119.91\|119.90\|232239;2026-04-09\|131.90\|10.00\|128.00\|131.90\|126.11\|936590;2026-04-10\|143.55\|8.83\|132.30\|145.09\|132.27\|1449445;2026-04-13\|146.83\|2.28\|143.61\|149.68\|143.61\|1086159;2026-04-14\|146.00\|-0.57\|147.00\|149.01\|143.51\|876028;2026-04-15\|145.80\|-0.14\|145.70\|151.00\|143.60\|813388;2026-04-16\|149.55\|2.57\|145.12\|149.55\|144.12\|806609;2026-04-17\|162.10\|8.39\|155.00\|164.45\|152.16\|1195419;2026-04-20\|157.00\|-3.15\|162.08\|168.20\|155.70\|1084234;2026-04-21\|169.40\|7.90\|157.19\|172.68\|156.01\|964689;2026-04-22\|186.34\|10.00\|172.06\|186.34\|171.20\|832377;2026-04-23\|186.66\|0.17\|192.00\|194.00\|183.98\|1131449;2026-04-24\|187.90\|0.66\|193.50\|196.00\|179.01\|1179788;2026-04-27\|186.70\|-0.64\|188.00\|190.55\|178.86\|907451;2026-04-28\|183.90\|-1.50\|187.00\|190.20\|181.01\|789533;2026-04-29\|184.25\|0.19\|180.61\|189.12\|176.88\|908411;2026-04-30\|186.73\|1.35\|189.78\|191.95\|181.83\|820417;2026-05-06\|191.88\|2.76\|191.80\|199.07\|187.00\|1019926;2026-05-07\|211.07\|10.00\|188.43\|211.07\|185.80\|866708;2026-05-08\|211.39\|0.15\|210.00\|213.58\|206.01\|895393;2026-05-11\|218.30\|3.27\|212.00\|222.60\|208.47\|894415;2026-05-12\|219.46\|0.53\|223.57\|230.00\|213.51\|914307;2026-05-13\|220.75\|0.59\|213.00\|225.66\|212.90\|787040;2026-05-14\|214.89\|-2.65\|220.74\|226.00\|213.35\|762371;2026-05-15\|203.35\|-5.37\|212.86\|215.63\|196.12\|1019791;2026-05-18\|211.25\|3.88\|203.35\|215.60\|199.94\|783883;2026-05-19\|222.08\|5.13\|206.00\|224.50\|198.00\|1100759;2026-05-20\|223.00\|0.41\|220.10\|225.57\|216.05\|782079;2026-05-21\|206.97\|-7.19\|223.23\|225.00\|204.16\|899478;2026-05-22\|220.55\|6.56\|210.92\|221.73\|210.92\|843617;2026-05-25\|226.24\|2.58\|222.91\|228.28\|218.30\|831651;2026-05-26\|221.20\|-2.23\|221.00\|225.11\|216.36\|677237;2026-05-27\|223.37\|0.98\|216.78\|234.00\|212.60\|869030;2026-05-28\|219.00\|-1.96\|222.00\|223.00\|212.40\|776935;2026-05-29\|213.05\|-2.72\|222.93\|229.95\|210.70\|756485;2026-06-01\|191.75\|-10.00\|209.22\|212.00\|191.75\|1359590;2026-06-02\|210.93\|10.00\|200.00\|210.93\|196.90\|1081481;2026-06-03\|223.99\|6.19\|219.60\|232.02\|219.00\|1175069;2026-06-04\|237.80\|6.17\|222.11\|244.70\|222.11\|835019;2026-06-05\|221.41\|-6.89\|232.08\|241.80\|219.05\|844741;2026-06-08\|213.00\|-3.80\|210.00\|220.50\|209.00\|705983;2026-06-09\|224.40\|5.35\|216.82\|225.60\|213.36\|717055;2026-06-10\|212.27\|-5.41\|216.59\|227.98\|210.83\|685924;2026-06-11\|210.99\|-0.60\|215.00\|221.68\|205.01\|654865;2026-06-12\|217.55\|3.11\|220.50\|226.80\|214.00\|795949;2026-06-15\|239.31\|10.00\|222.47\|239.31\|215.39\|853771;2026-06-16\|249.06\|4.07\|244.00\|253.10\|235.88\|1025167;2026-06-17\|256.92\|3.16\|255.12\|266.03\|251.00\|976383;2026-06-18\|273.00\|6.26\|256.92\|277.60\|255.15\|795976;2026-06-22\|270.55\|-0.90\|273.05\|275.42\|260.00\|904511;2026-06-23\|255.02\|-5.74\|265.01\|266.99\|253.00\|721028;2026-06-24\|257.13\|0.83\|252.14\|260.97\|252.00\|579845;2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960
116948	建滔积层板再度涨价	PCB+AI算力扩产+光模块行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据财闻2026年6月16日报道，鹏鼎控股全年资本开支168亿元，淮安百亿产业园落地，主攻AI类载板及高多层算力板，此轮扩产由AI算力爆发催生的全新需求所推动；据2025年年报，公司预计至2026年底，淮安园区的IHDI与HLC产能将实现翻倍增长。 2、据2026年6月12日互动易，公司5月营收实现同比增长，主要得益于服务器及光模块用板营收增长相对突出；公司1.6T光模块PCB用板已经供货，3.2T光模块PCB用板目前与客户开发中。 3、据2025年年报，公司为全球最大PCB生产企业，连续多年位列全球第一，主要产品覆盖FPC、HDI、SLP等多类产品，应用于AI手机、AI眼镜、AI服务器及光模块等领域。	1、公司是全球第一大PCB公司，苹果的核心供应商，拟投资80亿元建设淮安产业园，深化AI全产业链布局； 2、公司PCB产品可应用于以AI手机为代表的AI终端消费电子产品领域	2026-03-03\|53.53\|-6.87\|57.99\|58.28\|53.50\|370144;2026-03-04\|52.66\|-1.63\|52.80\|54.59\|52.50\|241669;2026-03-05\|54.94\|4.33\|54.00\|55.40\|53.30\|264001;2026-03-06\|53.20\|-3.17\|54.22\|54.61\|53.10\|213803;2026-03-09\|50.37\|-5.32\|50.97\|50.97\|48.38\|293122;2026-03-10\|52.50\|4.23\|51.46\|52.77\|51.26\|208901;2026-03-11\|53.12\|1.18\|52.80\|53.82\|52.50\|208659;2026-03-12\|52.33\|-1.49\|52.53\|53.85\|51.82\|178207;2026-03-13\|51.13\|-2.29\|50.84\|52.33\|49.98\|359019;2026-03-16\|53.85\|5.32\|50.89\|54.89\|50.36\|395259;2026-03-17\|51.50\|-4.36\|54.50\|54.97\|51.48\|292440;2026-03-18\|54.90\|6.60\|52.71\|55.47\|51.81\|486471;2026-03-19\|53.25\|-3.01\|53.50\|54.54\|52.90\|281191;2026-03-20\|52.03\|-2.29\|53.80\|54.64\|52.00\|298326;2026-03-23\|49.13\|-5.57\|50.66\|51.19\|49.00\|252558;2026-03-24\|49.99\|1.75\|50.00\|50.20\|48.13\|179486;2026-03-25\|51.37\|2.76\|50.50\|52.17\|50.16\|225592;2026-03-26\|50.45\|-1.79\|51.00\|52.39\|50.20\|183349;2026-03-27\|50.18\|-0.54\|49.50\|51.30\|48.76\|186479;2026-03-30\|50.65\|0.94\|48.71\|50.81\|48.00\|245703;2026-03-31\|52.17\|3.00\|50.65\|54.56\|49.87\|430367;2026-04-01\|53.61\|2.76\|54.25\|54.35\|53.04\|302065;2026-04-02\|50.95\|-4.96\|53.58\|53.98\|50.62\|260672;2026-04-03\|50.87\|-0.16\|51.52\|52.59\|50.70\|211690;2026-04-07\|50.93\|0.12\|51.50\|52.28\|50.01\|181919;2026-04-08\|54.67\|7.34\|52.39\|54.79\|52.36\|381904;2026-04-09\|55.60\|1.70\|53.80\|55.99\|53.60\|353290;2026-04-10\|56.30\|1.26\|56.01\|57.39\|55.06\|354266;2026-04-13\|57.90\|2.84\|56.15\|58.21\|55.64\|387980;2026-04-14\|60.33\|4.20\|59.05\|61.97\|59.01\|516779;2026-04-15\|59.42\|-1.51\|60.55\|61.99\|59.14\|423852;2026-04-16\|61.00\|2.66\|59.40\|62.53\|59.18\|391483;2026-04-17\|62.12\|1.84\|60.95\|62.18\|60.24\|392260;2026-04-20\|65.87\|6.04\|62.00\|66.95\|61.50\|519865;2026-04-21\|69.25\|5.13\|65.87\|70.80\|65.07\|465806;2026-04-22\|76.18\|10.01\|69.28\|76.18\|69.25\|485982;2026-04-23\|75.42\|-1.00\|77.43\|78.66\|74.55\|678748;2026-04-24\|71.59\|-5.08\|74.89\|76.21\|70.20\|519999;2026-04-27\|77.18\|7.81\|72.73\|77.73\|72.00\|525925;2026-04-28\|74.62\|-3.32\|77.49\|78.01\|73.77\|324332;2026-04-29\|72.82\|-2.41\|73.47\|75.13\|72.33\|312841;2026-04-30\|72.05\|-1.06\|72.82\|74.28\|71.54\|368791;2026-05-06\|75.13\|4.27\|73.00\|75.45\|71.68\|530975;2026-05-07\|75.83\|0.93\|75.33\|76.95\|73.10\|377916;2026-05-08\|75.54\|-0.38\|74.79\|77.22\|74.12\|340159;2026-05-11\|80.10\|6.04\|76.00\|80.91\|75.27\|538067;2026-05-12\|79.30\|-1.00\|78.74\|80.31\|75.79\|369476;2026-05-13\|87.23\|10.00\|78.20\|87.23\|78.00\|401785;2026-05-14\|84.17\|-3.51\|91.50\|91.50\|84.10\|369892;2026-05-15\|85.91\|2.07\|85.76\|88.50\|82.50\|384777;2026-05-18\|89.23\|3.86\|84.62\|92.50\|81.51\|373973;2026-05-19\|94.12\|5.48\|89.23\|95.44\|86.21\|375749;2026-05-20\|90.22\|-4.14\|93.03\|94.90\|87.60\|367132;2026-05-21\|94.48\|4.72\|94.83\|99.24\|93.76\|523152;2026-05-22\|103.93\|10.00\|103.92\|103.93\|103.88\|146940;2026-05-25\|114.32\|10.00\|114.32\|114.32\|112.27\|209100;2026-05-26\|116.00\|1.47\|116.00\|122.97\|111.92\|1003403;2026-05-27\|105.91\|-8.70\|110.20\|113.20\|105.18\|725419;2026-05-28\|106.00\|0.09\|106.92\|107.73\|101.50\|605384;2026-05-29\|105.01\|-0.93\|107.99\|112.99\|104.00\|609268;2026-06-01\|103.34\|-1.59\|111.62\|112.92\|101.99\|590054;2026-06-02\|111.89\|8.27\|103.00\|113.67\|100.13\|723451;2026-06-03\|108.30\|-3.21\|112.00\|113.47\|105.00\|611092;2026-06-04\|111.00\|2.49\|106.51\|112.85\|105.05\|529571;2026-06-05\|106.15\|-4.37\|107.00\|112.94\|105.10\|459265;2026-06-08\|112.00\|5.51\|102.00\|116.50\|102.00\|564193;2026-06-09\|115.60\|3.21\|112.00\|117.34\|107.98\|576212;2026-06-10\|111.06\|-3.93\|112.50\|114.99\|106.30\|442808;2026-06-11\|106.50\|-4.11\|109.38\|113.80\|104.00\|390860;2026-06-12\|101.52\|-3.77\|108.11\|109.77\|101.36\|425496;2026-06-15\|104.64\|3.07\|103.44\|105.00\|98.61\|575780;2026-06-16\|108.19\|3.39\|104.50\|110.60\|103.30\|501898;2026-06-17\|119.01\|10.00\|105.54\|119.01\|105.54\|643199;2026-06-18\|119.91\|0.76\|119.01\|123.10\|113.42\|608720;2026-06-22\|112.99\|-5.77\|120.90\|121.99\|108.06\|835126;2026-06-23\|106.91\|-5.38\|109.95\|110.94\|102.18\|788174;2026-06-24\|106.40\|-0.48\|106.38\|109.03\|103.88\|491847;2026-06-25\|114.14\|7.27\|106.90\|117.00\|104.00\|640083;2026-06-26\|110.98\|-2.77\|112.00\|117.00\|108.29\|487815;2026-06-29\|101.00\|-8.99\|108.67\|109.50\|99.88\|655311;2026-06-30\|105.38\|4.34\|100.99\|107.99\|100.50\|516362;2026-07-01\|102.40\|-2.83\|106.38\|112.62\|101.00\|467961;2026-07-02\|92.52\|-9.65\|100.00\|100.40\|92.16\|570547;2026-07-03\|96.77\|4.59\|92.52\|98.50\|92.00\|418173;2026-07-06\|95.29\|-1.53\|95.64\|98.68\|90.90\|375214;2026-07-07\|92.43\|-3.00\|94.48\|97.40\|91.00\|267974;2026-07-08\|91.29\|-1.23\|93.44\|94.86\|89.50\|267746;2026-07-09\|95.38\|4.48\|93.61\|95.86\|88.35\|384436;2026-07-10\|98.47\|3.24\|97.99\|100.90\|96.31\|542214
116947	建滔积层板再度涨价	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一	2026-03-03\|76.22\|-6.90\|81.96\|82.49\|75.80\|916600;2026-03-04\|76.00\|-0.29\|75.55\|78.40\|74.65\|637145;2026-03-05\|76.45\|0.59\|78.01\|79.31\|75.62\|730877;2026-03-06\|75.41\|-1.36\|76.00\|77.26\|74.33\|449550;2026-03-09\|74.19\|-1.62\|73.00\|74.66\|69.50\|843676;2026-03-10\|76.65\|3.32\|76.00\|77.50\|75.71\|697454;2026-03-11\|77.24\|0.77\|76.40\|77.50\|75.45\|633625;2026-03-12\|76.34\|-1.17\|76.16\|79.21\|75.02\|691429;2026-03-13\|81.18\|6.34\|76.36\|83.48\|76.25\|1311108;2026-03-16\|83.95\|3.41\|81.40\|85.49\|78.50\|1271611;2026-03-17\|85.59\|1.95\|87.00\|90.10\|85.42\|1744113;2026-03-18\|91.00\|6.32\|88.01\|93.96\|86.30\|1524717;2026-03-19\|86.33\|-5.13\|88.55\|90.00\|85.77\|1081706;2026-03-20\|84.30\|-2.35\|88.00\|88.88\|84.10\|913768;2026-03-23\|80.24\|-4.82\|81.95\|83.20\|79.80\|837347;2026-03-24\|82.29\|2.55\|81.03\|82.77\|79.21\|792680;2026-03-25\|82.52\|0.28\|83.30\|85.39\|81.76\|909748;2026-03-26\|79.01\|-4.25\|82.00\|82.19\|78.26\|845083;2026-03-27\|80.64\|2.06\|77.03\|82.61\|76.49\|677577;2026-03-30\|79.19\|-1.80\|79.00\|79.58\|77.69\|444366;2026-03-31\|75.97\|-4.07\|78.80\|78.94\|75.35\|636128;2026-04-01\|79.29\|4.37\|78.50\|79.81\|77.81\|658092;2026-04-02\|76.27\|-3.81\|79.00\|79.10\|75.89\|527276;2026-04-03\|76.32\|0.07\|77.39\|78.28\|76.12\|496661;2026-04-07\|76.43\|0.14\|76.51\|77.85\|75.33\|503529;2026-04-08\|84.07\|10.00\|79.30\|84.07\|78.83\|995135;2026-04-09\|85.84\|2.11\|84.68\|87.11\|84.15\|1013954;2026-04-10\|88.32\|2.89\|86.56\|89.66\|85.04\|881901;2026-04-13\|88.67\|0.40\|86.50\|90.62\|86.41\|754932;2026-04-14\|97.54\|10.00\|91.68\|97.54\|90.88\|937441;2026-04-15\|92.78\|-4.88\|98.60\|99.13\|92.00\|1336258;2026-04-16\|94.40\|1.75\|92.25\|95.46\|91.91\|772929;2026-04-17\|97.66\|3.45\|93.68\|99.38\|93.60\|930208;2026-04-20\|98.00\|0.35\|97.00\|101.32\|96.35\|782441;2026-04-21\|99.82\|1.86\|96.51\|101.00\|95.85\|715613;2026-04-22\|103.27\|3.46\|99.92\|104.00\|99.38\|729964;2026-04-23\|106.62\|3.24\|105.03\|109.26\|103.27\|991674;2026-04-24\|102.38\|-3.98\|105.98\|107.84\|99.82\|932245;2026-04-27\|104.95\|2.51\|104.01\|106.88\|103.20\|703903;2026-04-28\|101.88\|-2.93\|104.94\|105.33\|101.11\|525078;2026-04-29\|101.98\|0.10\|101.00\|104.14\|99.05\|548251;2026-04-30\|102.57\|0.58\|103.62\|105.66\|102.20\|473253;2026-05-06\|104.79\|2.16\|104.90\|107.50\|103.90\|661115;2026-05-07\|107.88\|2.95\|104.82\|108.80\|102.81\|683633;2026-05-08\|108.71\|1.24\|105.83\|111.36\|105.18\|558376;2026-05-11\|108.68\|-0.03\|110.00\|110.80\|105.58\|704326;2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943
116946	建滔积层板再度涨价	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-03-03\|26.45\|-6.70\|28.40\|28.89\|26.38\|1325806;2026-03-04\|26.42\|-0.11\|26.25\|27.27\|26.25\|870829;2026-03-05\|27.39\|3.67\|27.30\|28.15\|26.90\|958427;2026-03-06\|26.35\|-3.80\|27.10\|27.25\|26.00\|858024;2026-03-09\|26.00\|-1.33\|25.13\|26.20\|24.52\|911367;2026-03-10\|26.86\|3.31\|26.60\|27.25\|26.30\|665748;2026-03-11\|26.50\|-1.34\|27.13\|27.60\|26.46\|566313;2026-03-12\|26.50\|0.00\|26.12\|26.95\|25.81\|623880;2026-03-13\|26.10\|-1.51\|26.50\|26.80\|25.95\|588574;2026-03-16\|24.71\|-5.33\|25.92\|26.09\|23.95\|1479579;2026-03-17\|23.92\|-3.20\|24.71\|25.10\|23.89\|746261;2026-03-18\|24.58\|2.76\|24.23\|24.68\|23.82\|602913;2026-03-19\|23.45\|-4.60\|24.48\|24.48\|23.29\|682588;2026-03-20\|22.65\|-3.41\|23.82\|24.18\|22.52\|895355;2026-03-23\|23.43\|3.44\|22.42\|23.90\|21.59\|1259221;2026-03-24\|24.15\|3.07\|23.88\|24.20\|23.37\|1042556;2026-03-25\|25.29\|4.72\|24.68\|25.57\|24.68\|1072092;2026-03-26\|24.50\|-3.12\|25.10\|25.42\|24.34\|565630;2026-03-27\|24.99\|2.00\|23.86\|25.06\|23.78\|655226;2026-03-30\|24.85\|-0.56\|24.50\|25.59\|24.03\|687384;2026-03-31\|24.31\|-2.17\|24.70\|25.03\|23.90\|515916;2026-04-01\|25.71\|5.76\|25.85\|26.68\|25.44\|849928;2026-04-02\|25.63\|-0.31\|25.70\|26.05\|25.30\|579347;2026-04-03\|25.95\|1.25\|25.80\|27.15\|25.70\|740933;2026-04-07\|26.33\|1.46\|26.21\|27.57\|26.09\|831151;2026-04-08\|27.35\|3.87\|27.15\|27.50\|26.55\|1036675;2026-04-09\|28.00\|2.38\|27.00\|28.05\|26.40\|952071;2026-04-10\|29.19\|4.25\|29.34\|29.85\|28.10\|1151843;2026-04-13\|32.11\|10.00\|29.07\|32.11\|28.99\|1209739;2026-04-14\|32.47\|1.12\|33.07\|33.30\|31.94\|1738279;2026-04-15\|31.10\|-4.22\|31.80\|32.90\|30.88\|1378014;2026-04-16\|33.00\|6.11\|32.12\|33.87\|31.82\|1702501;2026-04-17\|33.50\|1.52\|32.65\|34.50\|32.37\|1552061;2026-04-20\|31.71\|-5.34\|33.08\|33.28\|31.50\|1718987;2026-04-21\|31.75\|0.13\|31.71\|32.05\|31.20\|1005176;2026-04-22\|32.25\|1.57\|31.50\|32.32\|31.03\|1360090;2026-04-23\|33.52\|3.94\|32.80\|34.40\|32.73\|1603687;2026-04-24\|33.00\|-1.55\|33.50\|33.69\|31.81\|1283901;2026-04-27\|33.44\|1.33\|33.88\|35.21\|33.20\|1347029;2026-04-28\|34.50\|3.17\|33.62\|35.37\|33.46\|1484054;2026-04-29\|35.70\|3.48\|34.18\|36.26\|34.15\|1771971;2026-04-30\|34.50\|-3.36\|35.65\|35.67\|32.70\|1867694;2026-05-06\|37.00\|7.25\|35.20\|37.78\|35.20\|1652310;2026-05-07\|37.93\|2.51\|37.01\|38.43\|36.40\|1334336;2026-05-08\|38.00\|0.18\|37.45\|38.70\|36.83\|1156005;2026-05-11\|38.01\|0.03\|38.49\|39.88\|36.98\|1562436;2026-05-12\|37.82\|-0.50\|37.90\|38.01\|36.02\|1361856;2026-05-13\|38.10\|0.74\|37.00\|38.38\|36.50\|1329007;2026-05-14\|37.62\|-1.26\|39.30\|39.30\|36.90\|1555877;2026-05-15\|33.86\|-9.99\|37.60\|38.00\|33.86\|2086697;2026-05-18\|34.14\|0.83\|33.80\|34.82\|32.88\|1380053;2026-05-19\|34.90\|2.23\|33.93\|35.06\|32.71\|1305090;2026-05-20\|35.11\|0.60\|34.77\|35.98\|34.50\|1066972;2026-05-21\|35.52\|1.17\|35.50\|37.80\|35.12\|1800636;2026-05-22\|38.35\|7.97\|35.80\|38.35\|35.80\|1715411;2026-05-25\|39.42\|2.79\|38.97\|39.50\|37.80\|1580696;2026-05-26\|41.28\|4.72\|38.99\|42.95\|38.98\|1950592;2026-05-27\|39.53\|-3.80\|41.29\|41.42\|39.00\|1262841;2026-05-28\|43.48\|9.99\|39.27\|43.48\|38.69\|1762793;2026-05-29\|42.10\|-3.17\|43.48\|43.98\|42.01\|1675785;2026-06-01\|38.32\|-8.98\|41.29\|41.66\|37.90\|2146854;2026-06-02\|38.90\|1.51\|37.56\|39.64\|37.30\|1778027;2026-06-03\|37.91\|-2.54\|38.80\|40.15\|37.20\|1858187;2026-06-04\|38.39\|1.27\|37.32\|39.17\|36.50\|1562319;2026-06-05\|36.96\|-3.72\|38.00\|39.39\|36.83\|1448798;2026-06-08\|35.56\|-3.79\|34.13\|36.66\|34.13\|1146994;2026-06-09\|39.12\|10.01\|37.07\|39.12\|37.00\|1801910;2026-06-10\|39.37\|0.64\|40.00\|40.72\|38.90\|2090866;2026-06-11\|41.07\|4.32\|39.11\|41.70\|38.00\|1907052;2026-06-12\|41.61\|1.31\|42.50\|44.16\|41.31\|2092437;2026-06-15\|45.77\|10.00\|43.00\|45.77\|41.47\|1576593;2026-06-16\|49.64\|8.46\|46.94\|50.20\|46.00\|2417129;2026-06-17\|54.60\|9.99\|49.00\|54.60\|49.00\|1309598;2026-06-18\|53.50\|-2.01\|53.00\|54.99\|51.30\|2633731;2026-06-22\|58.38\|9.12\|54.00\|58.65\|54.00\|2095587;2026-06-23\|58.93\|0.94\|59.50\|62.60\|57.16\|2359120;2026-06-24\|64.82\|9.99\|58.00\|64.82\|57.75\|1709557;2026-06-25\|70.80\|9.23\|66.10\|71.30\|65.66\|2148511;2026-06-26\|74.12\|4.69\|71.00\|77.20\|70.12\|2270676;2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166
116945	建滔积层板再度涨价	涨停揭秘：PCB行业龙头业绩大增，带动上游核心材料需求回暖；涨停缘由：公司感光干膜为PCB制造图形转移关键材料，下游覆铜板及PCB厂商订单回升，叠加AI服务器PCB用量提升，驱动高端干膜需求增长；资金逻辑：单日放量涨停，主力资金大幅净流入，显示资金提前布局PCB产业链复苏主线；风险提示：感光干膜进口替代进程缓慢，日韩厂商仍占主导，公司市占率提升空间受限	公司生产的感光干膜主要应用于PCB制造过程中电路设计的图形转移	2026-03-03\|51.82\|-7.17\|54.95\|55.99\|51.70\|218568;2026-03-04\|51.03\|-1.52\|50.81\|53.29\|50.00\|191652;2026-03-05\|51.58\|1.08\|52.67\|53.13\|50.85\|143813;2026-03-06\|50.75\|-1.61\|51.16\|51.99\|50.35\|116321;2026-03-09\|52.37\|3.19\|49.00\|52.98\|48.30\|200318;2026-03-10\|54.20\|3.49\|53.50\|54.37\|52.65\|134885;2026-03-11\|57.01\|5.18\|55.22\|60.88\|55.00\|306504;2026-03-12\|56.40\|-1.07\|57.14\|58.69\|55.44\|177249;2026-03-13\|52.43\|-7.04\|57.00\|57.00\|52.30\|209275;2026-03-16\|53.04\|1.16\|52.43\|54.37\|50.18\|185188;2026-03-17\|49.96\|-5.81\|54.10\|54.50\|49.85\|174597;2026-03-18\|51.14\|2.36\|50.11\|51.50\|49.41\|135733;2026-03-19\|49.93\|-2.37\|49.77\|51.45\|49.50\|129331;2026-03-20\|46.96\|-5.95\|50.17\|50.47\|46.88\|173181;2026-03-23\|43.30\|-7.79\|46.05\|46.10\|42.90\|203716;2026-03-24\|45.02\|3.97\|44.24\|45.31\|42.20\|152542;2026-03-25\|45.35\|0.73\|45.50\|46.46\|44.65\|109258;2026-03-26\|44.48\|-1.92\|45.31\|45.76\|44.18\|78096;2026-03-27\|44.35\|-0.29\|43.77\|44.98\|43.21\|72306;2026-03-30\|43.30\|-2.37\|43.80\|44.35\|43.00\|87023;2026-03-31\|42.09\|-2.79\|43.05\|44.30\|42.09\|91748;2026-04-01\|45.48\|8.05\|43.33\|45.80\|43.00\|129647;2026-04-02\|45.91\|0.95\|45.04\|47.75\|45.04\|175404;2026-04-03\|45.84\|-0.15\|46.44\|46.80\|45.28\|99634;2026-04-07\|45.86\|0.04\|46.35\|46.80\|44.80\|115915;2026-04-08\|49.33\|7.57\|46.68\|49.80\|46.58\|164118;2026-04-09\|50.68\|2.74\|48.80\|51.89\|48.47\|158070;2026-04-10\|49.35\|-2.62\|51.05\|52.18\|49.23\|179113;2026-04-13\|50.28\|1.88\|49.00\|50.68\|48.85\|113818;2026-04-14\|52.48\|4.38\|50.55\|54.41\|48.51\|216118;2026-04-15\|51.95\|-1.01\|52.58\|53.73\|51.66\|110638;2026-04-16\|54.39\|4.70\|51.34\|55.80\|51.32\|229877;2026-04-17\|65.27\|20.00\|55.63\|65.27\|54.76\|355091;2026-04-20\|68.38\|4.76\|65.27\|68.97\|64.00\|345972;2026-04-21\|69.39\|1.48\|67.90\|70.48\|67.50\|248169;2026-04-22\|69.50\|0.16\|70.00\|70.95\|68.04\|177061;2026-04-23\|67.12\|-3.42\|70.10\|70.75\|66.66\|198670;2026-04-24\|68.58\|2.18\|66.66\|69.49\|66.08\|202352;2026-04-27\|70.60\|2.95\|69.46\|74.00\|67.54\|228881;2026-04-28\|72.01\|2.00\|71.18\|73.92\|69.00\|162023;2026-04-29\|73.59\|2.19\|72.01\|74.66\|71.10\|172455;2026-04-30\|74.20\|0.83\|74.00\|74.80\|72.15\|171884;2026-05-06\|79.96\|7.76\|77.00\|83.43\|75.41\|228490;2026-05-07\|83.03\|3.84\|83.41\|85.00\|78.56\|214814;2026-05-08\|85.00\|2.37\|82.11\|85.88\|79.53\|212839;2026-05-11\|90.88\|6.92\|85.50\|92.00\|82.08\|292999;2026-05-12\|85.93\|-5.45\|90.00\|90.49\|85.33\|233204;2026-05-13\|87.19\|1.47\|84.00\|87.74\|81.90\|222890;2026-05-14\|82.50\|-5.38\|86.32\|88.50\|82.00\|178234;2026-05-15\|83.60\|1.33\|81.81\|84.60\|79.50\|232059;2026-05-18\|83.99\|0.47\|82.60\|85.98\|81.50\|187163;2026-05-19\|80.84\|-3.75\|86.01\|87.00\|77.00\|282722;2026-05-20\|85.90\|6.26\|80.58\|85.99\|78.31\|203866;2026-05-21\|82.99\|-3.39\|87.00\|92.58\|82.75\|256102;2026-05-22\|89.59\|7.95\|82.44\|90.56\|82.44\|264944;2026-05-25\|85.15\|-4.96\|88.00\|88.70\|82.00\|264065;2026-05-26\|82.01\|-3.69\|84.00\|86.02\|80.91\|182994;2026-05-27\|79.21\|-3.41\|84.00\|84.77\|78.84\|201257;2026-05-28\|80.69\|1.87\|78.95\|81.60\|78.00\|153906;2026-05-29\|76.12\|-5.66\|82.60\|82.99\|75.00\|180928;2026-06-01\|72.09\|-5.29\|76.99\|77.30\|71.29\|217073;2026-06-02\|77.28\|7.20\|72.94\|80.64\|70.00\|296958;2026-06-03\|77.96\|0.88\|76.61\|79.77\|76.00\|156349;2026-06-04\|83.36\|6.93\|77.00\|85.49\|76.50\|214210;2026-06-05\|83.08\|-0.34\|83.28\|84.43\|81.00\|195623;2026-06-08\|75.31\|-9.35\|80.00\|84.75\|74.70\|236145;2026-06-09\|84.97\|12.83\|77.00\|85.89\|75.00\|291514;2026-06-10\|81.38\|-4.22\|83.44\|84.90\|79.27\|177501;2026-06-11\|85.90\|5.55\|82.80\|88.66\|81.67\|279953;2026-06-12\|80.57\|-6.20\|87.33\|88.50\|78.70\|268016;2026-06-15\|88.34\|9.64\|82.50\|88.50\|81.30\|262662;2026-06-16\|97.00\|9.80\|88.50\|100.96\|87.59\|363071;2026-06-17\|98.40\|1.44\|93.61\|100.99\|93.01\|363213;2026-06-18\|101.50\|3.15\|100.00\|105.48\|98.52\|324339;2026-06-22\|96.80\|-4.63\|101.50\|103.35\|93.58\|361256;2026-06-23\|93.55\|-3.36\|97.00\|97.05\|91.00\|229194;2026-06-24\|100.09\|6.99\|93.00\|102.58\|92.71\|266309;2026-06-25\|117.88\|17.77\|102.00\|119.93\|100.00\|352035;2026-06-26\|115.58\|-1.95\|116.52\|122.73\|113.67\|280376;2026-06-29\|111.61\|-3.43\|119.11\|124.99\|106.54\|295850;2026-06-30\|112.00\|0.35\|110.45\|113.77\|106.50\|233852;2026-07-01\|109.06\|-2.62\|116.46\|120.00\|107.10\|303871;2026-07-02\|98.09\|-10.06\|102.85\|105.31\|97.00\|259155;2026-07-03\|94.91\|-3.24\|98.33\|99.80\|92.20\|226258;2026-07-06\|92.78\|-2.24\|95.80\|98.00\|90.00\|173624;2026-07-07\|88.90\|-4.18\|92.27\|93.34\|88.50\|156560;2026-07-08\|84.29\|-5.19\|89.50\|90.80\|83.83\|202077;2026-07-09\|90.00\|6.77\|86.50\|90.00\|84.50\|170786;2026-07-10\|82.81\|-7.99\|90.01\|92.13\|82.62\|210940
116944	建滔积层板再度涨价	感光干膜+高性能光学材料+PCB概念行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月24日互动易，公司在集成电路领域的主要产品感光干膜系列产品已实现小批量出货，正在持续进行多元化客户开拓及验证中；据2026年6月10日投资者关系活动记录表，感光干膜是PCB制程中的核心图形转移材料，公司产品具备高解析、强附着等优势。 2、据2026年6月10日投资者关系活动记录表，公司位于张家港的“高性能光学和集成电路高分子材料项目”预计将于今年年内开工建设；据2025年年报，公司高性能光学材料主要应用于OLED/LCD等主流显示面板或其生产过程。 3、据2025年年报，公司主营功能性电子材料和高性能光学材料，产品广泛应用于AI智能硬件、汽车电子等领域，2025年实现营业收入10.87亿元，同比增长36.75%。	公司在集成电路领域的主要产品感光干膜系列产品已实现小批量出货，正在持续进行多元化客户开拓及验证中，感光干膜是PCB制程中的核心图形转移材料，公司产品具备高解析、强附着等优势	2026-03-03\|35.78\|-4.08\|37.13\|38.20\|35.53\|39299;2026-03-04\|34.86\|-2.57\|35.78\|36.14\|34.60\|27253;2026-03-05\|34.62\|-0.69\|35.50\|35.91\|34.21\|26693;2026-03-06\|34.95\|0.95\|34.70\|35.22\|34.50\|14574;2026-03-09\|33.59\|-3.89\|34.40\|34.40\|32.93\|31952;2026-03-10\|34.91\|3.93\|33.97\|34.98\|33.91\|19467;2026-03-11\|34.65\|-0.74\|34.96\|35.55\|34.51\|16787;2026-03-12\|34.20\|-1.30\|34.52\|34.79\|33.83\|18857;2026-03-13\|33.93\|-0.79\|34.20\|34.43\|33.82\|14168;2026-03-16\|33.95\|0.06\|33.99\|34.05\|33.48\|13784;2026-03-17\|33.35\|-1.77\|34.19\|34.19\|33.35\|13196;2026-03-18\|33.40\|0.15\|33.34\|33.60\|33.01\|11540;2026-03-19\|31.54\|-5.57\|32.95\|33.18\|31.33\|37622;2026-03-20\|31.20\|-1.08\|31.74\|32.16\|31.20\|18115;2026-03-23\|29.61\|-5.10\|30.53\|30.87\|29.10\|26997;2026-03-24\|30.43\|2.77\|30.27\|30.45\|29.69\|21638;2026-03-25\|31.31\|2.89\|30.57\|31.51\|30.57\|15666;2026-03-26\|30.69\|-1.98\|31.28\|31.53\|30.55\|16584;2026-03-27\|30.76\|0.23\|30.46\|31.24\|30.21\|14236;2026-03-30\|31.00\|0.78\|30.13\|31.18\|30.13\|16199;2026-03-31\|30.40\|-1.94\|30.87\|31.35\|30.36\|20996;2026-04-01\|31.21\|2.66\|31.16\|31.45\|30.80\|22779;2026-04-02\|30.52\|-2.21\|31.18\|31.29\|30.40\|10828;2026-04-03\|30.90\|1.25\|30.51\|31.45\|30.51\|11001;2026-04-07\|31.00\|0.32\|31.02\|31.69\|30.90\|16308;2026-04-08\|33.54\|8.19\|31.90\|33.60\|31.90\|33570;2026-04-09\|33.67\|0.39\|33.16\|34.11\|32.81\|31474;2026-04-10\|33.89\|0.65\|33.88\|34.36\|33.60\|28867;2026-04-13\|33.54\|-1.03\|33.55\|34.09\|33.28\|19829;2026-04-14\|34.01\|1.40\|34.06\|34.39\|33.73\|25876;2026-04-15\|33.67\|-1.00\|34.30\|34.40\|33.57\|21651;2026-04-16\|34.10\|1.28\|33.67\|34.19\|33.55\|17656;2026-04-17\|33.95\|-0.44\|34.20\|34.23\|33.58\|22598;2026-04-20\|32.18\|-5.21\|31.90\|32.58\|30.88\|76649;2026-04-21\|32.70\|1.62\|31.93\|33.06\|31.38\|33652;2026-04-22\|33.22\|1.59\|32.47\|33.48\|32.47\|25303;2026-04-23\|31.94\|-3.85\|33.20\|33.37\|31.68\|36077;2026-04-24\|31.37\|-1.78\|31.77\|32.22\|31.30\|23968;2026-04-27\|31.78\|1.31\|31.60\|32.14\|31.49\|20494;2026-04-28\|31.09\|-2.17\|31.68\|31.86\|30.82\|24010;2026-04-29\|31.75\|2.12\|31.12\|32.23\|30.78\|29653;2026-04-30\|32.50\|2.36\|31.50\|32.81\|31.50\|35218;2026-05-06\|32.49\|-0.03\|32.71\|33.01\|32.31\|36708;2026-05-07\|32.45\|-0.12\|32.72\|32.79\|32.37\|28399;2026-05-08\|32.51\|0.18\|32.59\|33.17\|32.18\|26189;2026-05-11\|32.44\|-0.22\|32.51\|32.80\|32.25\|31725;2026-05-12\|31.51\|-2.87\|32.49\|32.49\|31.42\|31793;2026-05-13\|33.22\|5.43\|31.46\|33.84\|31.27\|41206;2026-05-14\|33.68\|1.38\|33.63\|34.25\|32.62\|47363;2026-05-15\|32.92\|-2.26\|33.63\|33.76\|32.71\|38593;2026-05-18\|32.69\|-0.70\|33.12\|33.28\|32.30\|27899;2026-05-19\|32.95\|0.80\|32.91\|33.33\|32.22\|28244;2026-05-20\|33.42\|1.43\|32.66\|33.49\|32.53\|29946;2026-05-21\|31.63\|-5.36\|33.60\|34.00\|31.42\|40108;2026-05-22\|32.81\|3.73\|31.86\|33.09\|31.86\|34460;2026-05-25\|34.75\|5.91\|33.01\|35.85\|32.82\|64353;2026-05-26\|34.14\|-1.76\|34.65\|34.82\|33.55\|42946;2026-05-27\|35.11\|2.84\|33.92\|35.98\|33.57\|87868;2026-05-28\|35.09\|0.80\|34.80\|35.53\|33.90\|70474;2026-05-29\|31.45\|-10.37\|35.01\|35.05\|31.25\|77791;2026-06-01\|30.42\|-3.27\|31.63\|32.11\|30.33\|37230;2026-06-02\|30.77\|1.15\|30.50\|31.33\|30.05\|30000;2026-06-03\|29.25\|-4.94\|30.76\|31.20\|28.98\|49218;2026-06-04\|28.60\|-2.22\|29.08\|29.14\|28.38\|31481;2026-06-05\|29.40\|2.80\|28.60\|30.76\|27.27\|59905;2026-06-08\|27.68\|-5.85\|28.61\|28.61\|27.30\|41268;2026-06-09\|29.23\|5.60\|28.02\|29.28\|27.70\|32609;2026-06-10\|28.28\|-3.25\|29.17\|29.17\|27.86\|26223;2026-06-11\|27.96\|-1.13\|28.17\|28.70\|27.70\|23764;2026-06-12\|27.18\|-2.79\|28.51\|28.83\|26.81\|46605;2026-06-15\|28.55\|5.04\|27.36\|28.90\|27.36\|44609;2026-06-16\|29.07\|1.82\|28.74\|29.58\|28.12\|29023;2026-06-17\|29.97\|3.10\|29.07\|30.38\|28.81\|33677;2026-06-18\|29.82\|-0.50\|30.06\|30.40\|29.80\|33115;2026-06-22\|29.58\|-0.80\|30.06\|30.47\|28.26\|49681;2026-06-23\|29.00\|-1.96\|29.50\|30.04\|28.77\|31605;2026-06-24\|28.93\|-0.24\|28.88\|29.09\|28.13\|29130;2026-06-25\|34.72\|20.01\|29.53\|34.72\|29.00\|147950;2026-06-26\|36.32\|4.61\|34.61\|37.39\|34.01\|167075;2026-06-29\|34.59\|-4.76\|36.70\|37.25\|33.01\|119218;2026-06-30\|36.90\|6.68\|34.50\|38.86\|34.39\|107548;2026-07-01\|36.03\|-2.36\|37.20\|37.66\|35.55\|91750;2026-07-02\|34.17\|-5.16\|35.78\|35.78\|34.02\|64206;2026-07-03\|33.35\|-2.40\|33.98\|34.84\|33.20\|55940;2026-07-06\|31.74\|-4.83\|33.57\|33.68\|31.03\|61357;2026-07-07\|32.27\|1.67\|31.60\|32.68\|31.06\|46808;2026-07-08\|30.20\|-6.41\|32.34\|32.48\|30.19\|46620;2026-07-09\|30.80\|1.99\|30.20\|30.90\|28.95\|50297;2026-07-10\|30.59\|-0.68\|30.82\|33.44\|30.57\|6490233
116943	建滔积层板再度涨价	PCB概念+磷系阻燃剂+泰国基地投产行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月15日互动易，随着汽车电子、数据中心等领域需求扩张，带动覆铜板行业需求向好，利好覆铜板配套阻燃剂产品市场需求，公司覆铜板阻燃剂业务目前处于发展初期；据2026年3月24日年报，公司覆铜板阻燃剂已实现投产。 2、据2026年4月1日业绩说明会，公司是全球磷系阻燃剂龙头企业，深耕该领域近30年，将通过优化BDP等产品工艺、拓展覆铜板及5G通信等新兴应用领域巩固市场地位。 3、据2026年4月1日机构调研，公司泰国基地年产3.2万吨磷酸酯阻燃剂项目已进入设备安装阶段，计划2026年上半年试生产；据2026年4月30日公告，2026年一季度营收9.80亿元，同比增长26.35%。	磷系阻燃剂全球龙头，新型尼龙阻燃剂、覆铜板阻燃剂、PCB光刻胶用树脂等多款新产品已在不同生产基地顺利投产	2026-03-03\|11.52\|-6.27\|12.29\|12.49\|11.50\|158786;2026-03-04\|11.63\|0.95\|11.48\|11.90\|11.34\|101401;2026-03-05\|11.66\|0.26\|11.82\|11.92\|11.56\|82223;2026-03-06\|11.93\|2.32\|11.65\|12.04\|11.59\|91398;2026-03-09\|11.70\|-1.93\|11.70\|11.88\|11.44\|82443;2026-03-10\|11.86\|1.37\|11.70\|11.89\|11.67\|66041;2026-03-11\|12.05\|1.60\|11.87\|12.12\|11.82\|81798;2026-03-12\|11.87\|-1.49\|12.00\|12.20\|11.86\|86902;2026-03-13\|12.15\|2.36\|11.94\|12.52\|11.86\|148208;2026-03-16\|12.07\|-0.66\|12.22\|12.52\|11.96\|105772;2026-03-17\|11.69\|-3.15\|11.98\|12.24\|11.65\|132757;2026-03-18\|11.83\|1.20\|11.65\|11.86\|11.45\|85929;2026-03-19\|11.32\|-4.31\|11.75\|11.80\|11.27\|86904;2026-03-20\|11.17\|-1.33\|11.32\|11.82\|11.05\|93042;2026-03-23\|10.49\|-6.09\|10.92\|11.25\|10.46\|96927;2026-03-24\|10.32\|-1.62\|10.78\|10.78\|9.98\|145423;2026-03-25\|10.43\|1.07\|10.34\|10.79\|10.12\|109020;2026-03-26\|10.50\|0.67\|10.43\|10.64\|10.32\|67187;2026-03-27\|10.90\|3.81\|10.35\|10.93\|10.33\|97022;2026-03-30\|10.92\|0.18\|10.84\|11.08\|10.71\|61327;2026-03-31\|10.97\|0.46\|11.02\|11.06\|10.83\|61714;2026-04-01\|11.68\|6.47\|11.00\|11.95\|10.99\|160271;2026-04-02\|11.61\|-0.60\|11.79\|11.81\|11.48\|86567;2026-04-03\|11.49\|-1.03\|11.61\|11.69\|11.46\|67702;2026-04-07\|11.66\|1.48\|11.58\|11.90\|11.41\|79742;2026-04-08\|11.81\|1.29\|11.72\|11.88\|11.55\|85939;2026-04-09\|12.43\|5.25\|11.79\|12.60\|11.70\|266288;2026-04-10\|12.55\|0.97\|12.36\|12.59\|12.13\|226096;2026-04-13\|12.53\|-0.16\|12.48\|12.57\|12.08\|132993;2026-04-14\|12.61\|0.64\|12.60\|12.79\|12.52\|142830;2026-04-15\|12.47\|-1.11\|12.62\|12.64\|12.40\|109491;2026-04-16\|12.42\|-0.40\|12.48\|12.50\|12.25\|145356;2026-04-17\|12.86\|3.54\|12.69\|12.88\|12.38\|183893;2026-04-20\|12.91\|0.39\|12.88\|13.26\|12.57\|154100;2026-04-21\|13.22\|2.40\|12.91\|13.29\|12.74\|176960;2026-04-22\|13.21\|-0.08\|13.22\|13.42\|13.11\|107736;2026-04-23\|12.81\|-3.03\|13.12\|13.39\|12.71\|128143;2026-04-24\|12.79\|-0.16\|12.81\|12.93\|12.67\|84957;2026-04-27\|13.01\|1.72\|12.70\|13.13\|12.65\|91718;2026-04-28\|13.03\|0.15\|13.02\|13.17\|12.81\|82421;2026-04-29\|13.32\|2.23\|13.10\|13.50\|12.82\|144331;2026-04-30\|13.02\|-2.25\|13.30\|13.35\|12.82\|240410;2026-05-06\|13.04\|0.15\|13.34\|13.34\|12.75\|117449;2026-05-07\|13.83\|6.06\|13.00\|13.98\|13.00\|175129;2026-05-08\|15.00\|8.46\|13.83\|15.21\|13.63\|331293;2026-05-11\|15.89\|5.93\|15.00\|15.98\|15.00\|405628;2026-05-12\|15.17\|-4.53\|15.92\|15.96\|15.00\|294584;2026-05-13\|14.90\|-1.78\|15.14\|15.17\|14.68\|143933;2026-05-14\|14.95\|0.34\|14.90\|15.41\|14.80\|136985;2026-05-15\|14.55\|-2.68\|15.00\|15.18\|14.39\|124823;2026-05-18\|14.40\|-1.03\|14.51\|14.90\|14.30\|108095;2026-05-19\|14.55\|1.04\|14.41\|14.60\|14.04\|92845;2026-05-20\|13.86\|-4.74\|14.46\|14.52\|13.75\|123809;2026-05-21\|13.29\|-4.11\|13.70\|13.98\|13.25\|128407;2026-05-22\|13.62\|2.48\|13.39\|13.77\|13.22\|65246;2026-05-25\|14.98\|9.99\|13.72\|14.98\|13.62\|172756;2026-05-26\|15.92\|6.28\|15.21\|16.48\|15.00\|430695;2026-05-27\|15.43\|-3.08\|15.93\|16.15\|15.38\|251433;2026-05-28\|15.37\|-0.39\|15.45\|15.91\|15.18\|160575;2026-05-29\|14.82\|-3.58\|15.38\|15.41\|14.60\|143156;2026-06-01\|14.57\|-1.69\|14.63\|14.85\|14.38\|112209;2026-06-02\|14.49\|-0.55\|14.57\|15.05\|14.05\|134739;2026-06-03\|14.32\|-1.10\|14.66\|14.80\|14.13\|123038;2026-06-04\|13.87\|-3.14\|14.09\|14.22\|13.73\|99772;2026-06-05\|13.99\|0.87\|14.13\|14.50\|13.52\|138124;2026-06-08\|13.70\|-2.07\|13.88\|15.04\|13.59\|261459;2026-06-09\|13.85\|1.09\|14.16\|14.16\|13.29\|151516;2026-06-10\|13.44\|-2.96\|13.84\|14.07\|13.40\|167181;2026-06-11\|14.01\|4.24\|13.30\|14.35\|13.11\|209614;2026-06-12\|13.23\|-5.57\|13.94\|14.35\|13.18\|163820;2026-06-15\|14.00\|5.82\|13.46\|14.13\|13.43\|158776;2026-06-16\|14.37\|2.64\|14.06\|14.88\|13.87\|146584;2026-06-17\|14.24\|-0.90\|14.25\|14.58\|14.14\|140624;2026-06-18\|13.73\|-3.58\|14.17\|14.19\|13.67\|124150;2026-06-22\|13.81\|0.58\|13.95\|14.04\|13.33\|156865;2026-06-23\|14.51\|5.07\|13.77\|14.80\|13.71\|179434;2026-06-24\|14.12\|-2.69\|14.41\|14.85\|13.93\|139352;2026-06-25\|15.53\|9.99\|14.09\|15.53\|13.71\|260239;2026-06-26\|16.61\|6.95\|15.79\|16.99\|15.55\|538352;2026-06-29\|17.59\|5.90\|16.44\|18.27\|16.44\|475728;2026-06-30\|18.12\|3.01\|17.30\|18.25\|16.82\|410697;2026-07-01\|18.50\|2.10\|17.94\|18.73\|17.48\|309880;2026-07-02\|17.82\|-3.68\|17.86\|18.64\|17.78\|223825;2026-07-03\|16.88\|-5.28\|17.82\|17.91\|16.87\|250550;2026-07-06\|16.24\|-3.79\|16.89\|16.95\|16.15\|213050;2026-07-07\|15.88\|-2.22\|15.92\|16.68\|15.74\|135630;2026-07-08\|15.33\|-3.46\|15.97\|16.22\|14.85\|149844;2026-07-09\|15.62\|1.89\|15.61\|15.70\|14.97\|109884;2026-07-10\|15.09\|-3.39\|16.35\|17.18\|15.05\|349617
116942	建滔积层板再度涨价	PPO树脂+先进封装+可转债申购行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月25日公告，公司向不特定对象发行25亿元可转换公司债券于今日进行原股东优先配售及网上申购，募集资金拟用于年产1万吨硅碳负极材料等绿色新能源电池材料产业化项目及补充流动资金。 2、据2026年5月14日互动易，PPO/OPE树脂仍将作为M9等高阶高速覆铜板主要材料，整体需求有望持续提升，公司是国内相关领域的重要供应商之一；据2026年5月19日机构调研，公司可提供M6/M7/M8/M9全系列高频高速树脂产品，供应国内外一线覆铜板厂商。 3、据2026年6月1日互动易，公司先进电子材料产品广泛应用于先进封装等领域，已配合产业链完成多款HBM和HBF材料的国产化开发，如萘酚型环氧树脂及特殊的固化剂等。	国内领先的PCB基板用电子树脂供应商	2026-03-03\|34.37\|-3.97\|36.40\|36.48\|34.30\|342823;2026-03-04\|34.59\|0.64\|34.08\|35.75\|34.06\|260084;2026-03-05\|34.69\|0.29\|35.60\|35.80\|34.39\|215527;2026-03-06\|33.90\|-2.28\|34.50\|35.00\|33.46\|211881;2026-03-09\|32.80\|-3.24\|33.02\|33.27\|31.73\|302098;2026-03-10\|33.60\|2.44\|33.19\|33.97\|33.15\|153542;2026-03-11\|33.43\|-0.51\|33.58\|34.58\|33.31\|192682;2026-03-12\|33.70\|0.81\|33.21\|34.09\|32.57\|220593;2026-03-13\|33.92\|0.65\|33.40\|34.54\|33.22\|246458;2026-03-16\|33.75\|-0.50\|33.92\|33.92\|32.23\|258528;2026-03-17\|31.38\|-7.02\|33.42\|34.06\|31.00\|266158;2026-03-18\|32.50\|3.57\|31.54\|32.66\|31.35\|188048;2026-03-19\|31.27\|-3.78\|32.01\|32.40\|31.21\|152018;2026-03-20\|30.80\|-1.50\|31.48\|31.84\|30.77\|156212;2026-03-23\|29.45\|-4.38\|30.01\|30.72\|29.20\|234699;2026-03-24\|29.88\|1.46\|29.98\|29.99\|28.92\|135228;2026-03-25\|30.67\|2.64\|30.10\|31.03\|30.03\|126536;2026-03-26\|29.88\|-2.58\|30.57\|30.61\|29.72\|94743;2026-03-27\|29.92\|0.13\|29.45\|30.40\|29.32\|93986;2026-03-30\|29.60\|-1.07\|29.00\|29.78\|28.99\|100325;2026-03-31\|28.83\|-2.60\|29.66\|29.69\|28.83\|119365;2026-04-01\|30.28\|5.03\|29.40\|30.85\|29.20\|181094;2026-04-02\|29.48\|-2.64\|30.03\|30.46\|29.31\|125489;2026-04-03\|32.43\|10.01\|29.79\|32.43\|29.66\|342569;2026-04-07\|35.67\|9.99\|34.60\|35.67\|34.38\|398602;2026-04-08\|35.77\|0.28\|36.00\|36.00\|34.02\|702493;2026-04-09\|36.47\|1.96\|35.69\|37.52\|35.34\|600394;2026-04-10\|36.51\|0.11\|36.75\|37.28\|36.28\|415623;2026-04-13\|37.51\|2.74\|36.20\|37.99\|36.20\|407061;2026-04-14\|37.15\|-0.96\|37.45\|38.48\|36.90\|451573;2026-04-15\|36.55\|-1.62\|37.10\|38.22\|36.40\|350953;2026-04-16\|36.66\|0.30\|36.89\|37.36\|35.90\|285908;2026-04-17\|38.62\|5.35\|36.33\|39.03\|36.33\|477244;2026-04-20\|36.78\|-4.76\|38.27\|38.55\|36.51\|443663;2026-04-21\|36.68\|-0.27\|36.60\|36.90\|35.71\|336593;2026-04-22\|37.75\|2.92\|36.60\|38.30\|36.48\|372719;2026-04-23\|38.52\|2.04\|38.19\|39.27\|36.98\|543748;2026-04-24\|38.05\|-1.22\|38.15\|39.33\|37.77\|343463;2026-04-27\|39.70\|4.34\|37.00\|40.80\|36.03\|819026;2026-04-28\|37.85\|-4.66\|40.13\|40.60\|37.65\|494723;2026-04-29\|40.81\|7.82\|37.75\|41.40\|37.24\|676466;2026-04-30\|39.08\|-4.24\|40.59\|40.79\|38.86\|471419;2026-05-06\|40.79\|4.38\|39.70\|41.20\|39.32\|548395;2026-05-07\|40.80\|0.02\|40.15\|41.75\|39.10\|530024;2026-05-08\|39.66\|-2.79\|40.07\|40.82\|39.45\|368718;2026-05-11\|37.85\|-4.56\|39.95\|39.98\|37.30\|544736;2026-05-12\|38.42\|1.51\|38.20\|38.65\|36.89\|398098;2026-05-13\|42.26\|9.99\|37.91\|42.26\|37.70\|533547;2026-05-14\|42.05\|-0.50\|43.50\|44.00\|41.54\|631367;2026-05-15\|42.08\|0.07\|43.25\|44.19\|41.65\|511148;2026-05-18\|44.08\|4.75\|41.50\|44.96\|41.37\|555548;2026-05-19\|46.01\|4.38\|44.08\|46.66\|42.38\|591955;2026-05-20\|47.87\|4.04\|45.17\|48.50\|44.80\|533610;2026-05-21\|43.96\|-8.17\|47.99\|47.99\|43.96\|533384;2026-05-22\|45.72\|4.00\|44.70\|47.50\|43.66\|529379;2026-05-25\|45.85\|0.28\|46.99\|47.22\|43.98\|543910;2026-05-26\|45.00\|-1.85\|45.21\|45.62\|42.90\|542649;2026-05-27\|45.07\|0.16\|46.71\|48.00\|44.68\|539367;2026-05-28\|48.66\|7.97\|44.02\|49.34\|43.51\|639193;2026-05-29\|46.39\|-4.67\|48.78\|49.78\|46.08\|533684;2026-06-01\|49.20\|6.06\|47.00\|51.03\|47.00\|805097;2026-06-02\|54.12\|10.00\|48.22\|54.12\|48.21\|710110;2026-06-03\|54.65\|0.98\|53.33\|56.95\|53.20\|849735;2026-06-04\|54.40\|-0.46\|53.54\|55.82\|52.43\|625262;2026-06-05\|52.70\|-3.12\|53.45\|54.20\|50.05\|518331;2026-06-08\|49.67\|-5.75\|50.00\|53.39\|49.15\|498489;2026-06-09\|54.64\|10.01\|54.64\|54.64\|54.64\|75395;2026-06-10\|60.10\|9.99\|60.10\|60.10\|60.10\|178618;2026-06-11\|61.00\|1.50\|62.00\|65.08\|57.01\|1323175;2026-06-12\|58.32\|-3.36\|59.00\|63.48\|57.05\|1077546;2026-06-15\|64.15\|10.00\|57.99\|64.15\|57.94\|635444;2026-06-16\|67.06\|4.54\|65.90\|67.98\|64.31\|961111;2026-06-17\|66.40\|-0.98\|65.12\|69.47\|65.01\|884789;2026-06-18\|69.82\|5.15\|64.66\|71.80\|64.01\|791316;2026-06-22\|73.52\|5.30\|71.02\|74.50\|67.66\|854430;2026-06-23\|66.17\|-10.00\|73.65\|73.68\|66.17\|831951;2026-06-24\|66.33\|0.24\|64.50\|68.79\|61.95\|684560;2026-06-25\|72.96\|10.00\|65.19\|72.96\|63.30\|780913;2026-06-26\|66.71\|-8.57\|71.46\|71.46\|65.99\|697519;2026-06-29\|62.69\|-6.03\|66.74\|68.05\|60.50\|631402;2026-06-30\|63.57\|1.40\|61.97\|65.07\|61.77\|527206;2026-07-01\|62.73\|-1.32\|63.90\|64.50\|61.36\|471926;2026-07-02\|57.35\|-8.58\|58.10\|60.86\|57.21\|527158;2026-07-03\|55.70\|-2.88\|57.00\|58.85\|55.06\|481041;2026-07-06\|57.70\|3.59\|57.04\|59.00\|54.00\|537467;2026-07-07\|57.70\|0.00\|57.00\|60.26\|56.73\|468575;2026-07-08\|53.96\|-6.48\|58.46\|58.88\|53.80\|450550;2026-07-09\|55.31\|2.50\|54.82\|55.69\|52.39\|480281;2026-07-10\|52.38\|-5.30\|55.50\|57.16\|52.38\|445717
116941	建滔积层板再度涨价	覆铜板上游（PPE树脂）+光纤概念+拟收购南通星辰 1、据2026年6月11日公告，公司拟向蓝星集团发行股份购买南通星辰100%股权，南通星辰自主掌握聚苯醚PPE核心技术，产能居国内首位。 2、据2026年6月9日互动易，公司高模型对位芳纶凭借高模量性能优势，已实现光纤光缆领域全球TOP5客户稳定供货，目前总产能8000吨/年。 3、据2026年6月11日重组报告书草案，南通星辰特种PPE树脂是高频覆铜板核心基材，2025年产能达780吨，并拟新建1500吨/年项目，应用于AI服务器等市场。 4、据2026年6月11日公告，本次交易完成后，公司控股股东仍为中化股份，实际控制人仍为国务院国资委。	1、公司拟收购南通星辰100%股权，标的核心业务为环氧树脂和工程塑料，主营产品包括双酚A、环氧树脂、聚苯醚（PPE）、聚对苯二甲酸丁二酯（PBT）及系列改性工程塑料； 2、目前公司对位芳纶总产能8000吨/年，已实现光纤光缆领域全球TOP5客户稳定供货	2026-03-03\|4.56\|-4.60\|4.77\|4.78\|4.53\|693106;2026-03-04\|4.51\|-1.10\|4.50\|4.63\|4.47\|529691;2026-03-05\|4.54\|0.67\|4.54\|4.60\|4.45\|372067;2026-03-06\|4.79\|5.51\|4.52\|4.83\|4.49\|822037;2026-03-09\|4.73\|-1.25\|4.89\|4.93\|4.68\|776471;2026-03-10\|4.58\|-3.17\|4.66\|4.73\|4.56\|766356;2026-03-11\|4.79\|4.59\|4.57\|4.82\|4.52\|958026;2026-03-12\|4.93\|2.92\|4.86\|5.03\|4.77\|1158693;2026-03-13\|4.92\|-0.20\|4.93\|5.02\|4.88\|797643;2026-03-16\|4.76\|-3.25\|4.89\|5.03\|4.71\|826024;2026-03-17\|4.64\|-2.52\|4.73\|4.86\|4.64\|554142;2026-03-18\|4.56\|-1.72\|4.65\|4.67\|4.49\|559541;2026-03-19\|4.43\|-2.85\|4.55\|4.58\|4.40\|558279;2026-03-20\|4.29\|-3.16\|4.41\|4.45\|4.29\|454785;2026-03-23\|4.28\|-0.23\|4.23\|4.45\|4.13\|642160;2026-03-24\|4.29\|0.23\|4.33\|4.34\|4.13\|421959;2026-03-25\|4.41\|2.80\|4.26\|4.42\|4.24\|391734;2026-03-26\|4.33\|-1.81\|4.39\|4.55\|4.31\|427987;2026-03-27\|4.47\|3.23\|4.30\|4.51\|4.27\|488103;2026-03-30\|4.46\|-0.22\|4.45\|4.50\|4.36\|367890;2026-03-31\|4.34\|-2.69\|4.45\|4.47\|4.32\|340178;2026-04-01\|4.41\|1.61\|4.38\|4.45\|4.36\|274816;2026-04-02\|4.35\|-1.36\|4.40\|4.43\|4.32\|262441;2026-04-03\|4.17\|-4.14\|4.34\|4.37\|4.14\|335363;2026-04-07\|4.42\|6.00\|4.16\|4.43\|4.14\|477478;2026-04-08\|4.41\|-0.23\|4.40\|4.42\|4.34\|416585;2026-04-09\|4.39\|-0.45\|4.39\|4.44\|4.37\|282853;2026-04-10\|4.45\|1.37\|4.40\|4.52\|4.38\|279501;2026-04-13\|4.40\|-1.12\|4.41\|4.43\|4.27\|349974;2026-04-14\|4.39\|-0.23\|4.38\|4.41\|4.32\|238176;2026-04-15\|4.30\|-2.05\|4.38\|4.40\|4.25\|319100;2026-04-16\|4.31\|0.23\|4.29\|4.33\|4.25\|227337;2026-04-17\|4.28\|-0.70\|4.31\|4.37\|4.27\|273004;2026-04-20\|4.24\|-0.93\|4.29\|4.29\|4.18\|408294;2026-04-21\|4.19\|-1.18\|4.22\|4.23\|4.16\|235293;2026-04-22\|4.19\|0.00\|4.18\|4.22\|4.16\|263922;2026-04-23\|4.26\|1.67\|4.19\|4.31\|4.18\|347814;2026-04-24\|4.30\|0.94\|4.25\|4.32\|4.20\|306587;2026-04-27\|4.22\|-1.86\|4.28\|4.28\|4.20\|225583;2026-04-28\|4.45\|5.45\|4.21\|4.50\|4.21\|650086;2026-04-29\|4.43\|-0.45\|4.38\|4.45\|4.33\|373365;2026-04-30\|4.60\|3.84\|4.45\|4.72\|4.38\|729632;2026-05-06\|4.78\|3.91\|4.65\|4.88\|4.59\|748178;2026-05-07\|4.82\|0.84\|4.85\|4.90\|4.70\|620355;2026-05-08\|4.96\|2.90\|4.80\|5.05\|4.77\|826104;2026-05-11\|5.17\|4.23\|5.05\|5.32\|5.05\|891735;2026-05-12\|5.18\|0.19\|5.16\|5.27\|5.12\|556589;2026-05-13\|5.70\|10.04\|5.18\|5.70\|5.14\|1863721;2026-05-14\|5.88\|3.16\|5.86\|6.10\|5.77\|2262204;2026-05-15\|5.66\|-3.74\|5.86\|6.10\|5.66\|1611575;2026-05-18\|6.23\|10.07\|5.64\|6.23\|5.49\|1979444;2026-05-19\|6.13\|-1.61\|6.30\|6.45\|5.95\|2087233;2026-05-20\|6.15\|0.33\|6.13\|6.46\|6.03\|1405456;2026-05-21\|5.93\|-3.58\|6.15\|6.22\|5.85\|1381227;2026-05-22\|6.31\|6.41\|5.95\|6.49\|5.88\|1549836;2026-05-25\|5.71\|-9.51\|6.25\|6.28\|5.68\|1249842;2026-05-26\|5.78\|1.23\|5.71\|5.91\|5.59\|918882;2026-05-27\|5.40\|-6.57\|5.84\|6.17\|5.30\|1195841;2026-05-28\|5.48\|1.48\|5.32\|5.57\|5.27\|768885;2026-05-29\|5.38\|-1.82\|5.50\|5.73\|5.32\|773827;2026-06-01\|5.70\|5.95\|5.36\|5.90\|5.30\|1038258;2026-06-02\|6.27\|10.00\|5.68\|6.27\|5.48\|1725946;2026-06-03\|5.97\|-4.78\|6.37\|6.37\|5.81\|1687731;2026-06-04\|5.70\|-4.52\|5.87\|5.94\|5.65\|790849;2026-06-05\|5.70\|0.00\|5.70\|5.98\|5.51\|1035945;2026-06-08\|5.41\|-5.09\|5.48\|5.54\|5.27\|886789;2026-06-09\|5.95\|9.98\|5.85\|5.95\|5.85\|406417;2026-06-10\|6.55\|10.08\|6.55\|6.55\|6.55\|314388;2026-06-11\|7.21\|10.08\|7.21\|7.21\|7.21\|388870;2026-06-12\|7.93\|9.99\|7.90\|7.93\|7.48\|5777932;2026-06-15\|8.24\|3.91\|7.85\|8.49\|7.25\|5391538;2026-06-16\|9.06\|9.95\|9.00\|9.06\|9.00\|1031098;2026-06-17\|9.20\|1.55\|9.46\|9.85\|8.74\|5885758;2026-06-18\|8.83\|-4.02\|8.87\|9.13\|8.34\|4085814;2026-06-22\|8.76\|-0.79\|8.80\|8.96\|8.20\|3616506;2026-06-23\|8.04\|-8.22\|8.69\|8.98\|7.89\|3157740;2026-06-24\|7.85\|-2.36\|7.85\|8.09\|7.64\|2245542;2026-06-25\|8.64\|10.06\|7.81\|8.64\|7.70\|2744230;2026-06-26\|8.92\|3.24\|8.72\|9.50\|8.65\|4025320;2026-06-29\|8.03\|-9.98\|8.82\|8.99\|8.03\|2253227;2026-06-30\|7.83\|-2.49\|8.00\|8.10\|7.60\|2476860;2026-07-01\|7.96\|1.66\|7.68\|8.60\|7.68\|2442250;2026-07-02\|7.51\|-5.65\|7.50\|8.18\|7.16\|2095638;2026-07-03\|7.36\|-2.00\|7.45\|7.68\|7.26\|1371127;2026-07-06\|6.98\|-5.16\|7.39\|7.47\|6.90\|1256986;2026-07-07\|6.73\|-3.58\|6.91\|7.21\|6.69\|953931;2026-07-08\|6.39\|-5.05\|6.77\|6.84\|6.38\|1104772;2026-07-09\|6.60\|3.29\|6.44\|6.61\|6.06\|1255383;2026-07-10\|6.45\|-2.27\|6.58\|6.96\|6.44\|1207943
116940	建滔积层板再度涨价	紫铜带箔材+压延铜箔+新能源电池结构件+3D打印 1、据2026年6月5日互动易，公司拥有压延铜箔生产线，产品主要应用于LED、印刷线路板、新能源软连接等领域。 2、据2026年4月25日年报，公司是国内紫铜板带箔材细分行业经营规模较大、技术实力领先的企业，主要从事紫铜带箔材的研发、生产和销售。 3、据2026年4月25日年报，公司新能源业务中动力电池金属结构件电池包箱体现有年产能50万套，主要客户为奇瑞汽车等；铝箔产品包含电池箔。 4、据2026年6月15日互动易，公司目前持有洛阳盈创21%的股份，其主要业务为设备研发制造与销售及3D打印相关业务。	公司铜箔为压延铜箔，目前铜箔最薄能做到9微米，可以用于PCB板上	2026-03-03\|10.69\|-5.73\|11.36\|11.44\|10.66\|88367;2026-03-04\|10.64\|-0.47\|10.58\|10.88\|10.53\|68179;2026-03-05\|10.83\|1.79\|10.77\|10.94\|10.76\|57513;2026-03-06\|10.93\|0.92\|10.75\|11.03\|10.54\|46866;2026-03-09\|10.84\|-0.82\|10.90\|10.92\|10.55\|68945;2026-03-10\|10.95\|1.01\|10.90\|11.00\|10.81\|47662;2026-03-11\|11.26\|2.83\|11.01\|11.34\|10.86\|100061;2026-03-12\|12.39\|10.04\|11.25\|12.39\|11.19\|562113;2026-03-13\|12.41\|0.16\|12.39\|13.12\|12.20\|612427;2026-03-16\|12.54\|1.05\|12.52\|12.79\|12.44\|290366;2026-03-17\|12.73\|1.52\|12.65\|13.09\|12.63\|290937;2026-03-18\|12.68\|-0.39\|12.75\|13.00\|12.50\|226467;2026-03-19\|11.61\|-8.44\|12.40\|12.68\|11.50\|282119;2026-03-20\|10.45\|-9.99\|11.61\|11.68\|10.45\|368108;2026-03-23\|9.46\|-9.47\|9.85\|10.20\|9.41\|302030;2026-03-24\|10.41\|10.04\|9.82\|10.41\|9.58\|273689;2026-03-25\|10.87\|4.42\|10.62\|11.10\|10.50\|284747;2026-03-26\|10.77\|-0.92\|10.97\|10.98\|10.67\|137243;2026-03-27\|11.13\|3.34\|10.82\|11.37\|10.70\|151663;2026-03-30\|11.43\|2.70\|11.00\|11.50\|10.99\|154667;2026-03-31\|11.16\|-2.36\|11.37\|11.55\|11.14\|132562;2026-04-01\|11.15\|-0.09\|11.31\|11.48\|11.03\|102674;2026-04-02\|10.88\|-2.42\|11.11\|11.28\|10.80\|92040;2026-04-03\|10.13\|-6.89\|10.91\|10.93\|10.11\|135120;2026-04-07\|10.25\|1.18\|10.20\|10.34\|9.95\|121136;2026-04-08\|10.68\|4.20\|10.57\|10.74\|10.38\|105702;2026-04-09\|10.59\|-0.84\|10.56\|10.75\|10.50\|90231;2026-04-10\|10.66\|0.66\|10.69\|10.88\|10.62\|65909;2026-04-13\|10.82\|1.50\|10.60\|10.83\|10.54\|62838;2026-04-14\|11.90\|9.98\|10.83\|11.90\|10.83\|236886;2026-04-15\|11.62\|-2.35\|12.19\|12.19\|11.53\|341604;2026-04-16\|11.93\|2.67\|11.79\|12.06\|11.70\|257359;2026-04-17\|12.13\|1.68\|11.81\|12.25\|11.77\|206181;2026-04-20\|12.24\|0.91\|12.10\|12.35\|12.00\|181903;2026-04-21\|12.26\|0.16\|12.27\|12.32\|12.06\|140377;2026-04-22\|12.02\|-1.96\|12.22\|12.25\|12.00\|150115;2026-04-23\|11.59\|-3.58\|12.03\|12.07\|11.51\|156220;2026-04-24\|11.46\|-1.12\|11.48\|11.57\|11.20\|118020;2026-04-27\|12.11\|5.67\|11.53\|12.14\|11.47\|211646;2026-04-28\|12.23\|0.99\|12.11\|12.34\|11.97\|230654;2026-04-29\|12.42\|1.55\|12.21\|12.45\|12.05\|164013;2026-04-30\|12.96\|4.35\|12.36\|13.30\|12.26\|294558;2026-05-06\|13.56\|4.63\|12.95\|13.60\|12.79\|279993;2026-05-07\|13.49\|-0.52\|13.43\|13.63\|13.20\|215186;2026-05-08\|13.40\|-0.67\|13.32\|13.64\|13.28\|146435;2026-05-11\|13.59\|1.42\|13.40\|13.80\|13.35\|176126;2026-05-12\|13.09\|-3.68\|13.58\|13.64\|12.97\|162874;2026-05-13\|13.95\|6.57\|13.19\|14.08\|13.10\|249335;2026-05-14\|13.34\|-4.37\|13.82\|13.82\|13.29\|217473;2026-05-15\|12.92\|-3.15\|12.98\|13.26\|12.78\|157962;2026-05-18\|13.48\|4.33\|12.91\|13.72\|12.75\|161381;2026-05-19\|13.29\|-1.41\|13.40\|13.74\|13.10\|120277;2026-05-20\|13.16\|-0.98\|13.34\|13.56\|12.99\|99454;2026-05-21\|12.37\|-6.00\|13.13\|13.24\|12.32\|143439;2026-05-22\|13.45\|8.73\|12.43\|13.61\|12.33\|251032;2026-05-25\|13.47\|0.15\|13.48\|13.84\|13.02\|191875;2026-05-26\|13.64\|1.26\|13.35\|13.84\|13.16\|220161;2026-05-27\|13.17\|-3.45\|13.69\|13.80\|13.07\|186254;2026-05-28\|14.49\|10.02\|13.13\|14.49\|13.05\|298015;2026-05-29\|13.61\|-6.07\|14.97\|15.00\|13.54\|347547;2026-06-01\|13.82\|1.54\|13.50\|14.15\|13.31\|278582;2026-06-02\|13.39\|-3.11\|13.68\|14.09\|12.99\|231895;2026-06-03\|14.06\|5.00\|13.25\|14.65\|13.25\|298283;2026-06-04\|13.60\|-3.27\|13.69\|14.00\|13.38\|215954;2026-06-05\|13.48\|-0.88\|13.35\|13.99\|12.69\|244810;2026-06-08\|12.80\|-5.04\|12.67\|13.72\|12.53\|176667;2026-06-09\|13.06\|2.03\|12.86\|13.38\|12.48\|171120;2026-06-10\|13.68\|4.75\|12.78\|14.20\|12.60\|257117;2026-06-11\|13.40\|-2.05\|13.60\|14.05\|13.21\|186424;2026-06-12\|13.63\|1.72\|13.50\|14.07\|12.96\|319417;2026-06-15\|14.52\|6.53\|13.89\|14.58\|13.80\|394699;2026-06-16\|14.90\|2.62\|14.40\|15.45\|14.23\|501182;2026-06-17\|14.73\|-1.14\|14.60\|14.87\|14.45\|262372;2026-06-18\|14.70\|-0.20\|14.64\|15.10\|14.40\|230228;2026-06-22\|14.49\|-0.75\|14.33\|14.49\|13.85\|213290;2026-06-23\|13.32\|-8.07\|14.49\|14.49\|13.18\|234910;2026-06-24\|12.80\|-3.90\|13.19\|13.40\|12.41\|199136;2026-06-25\|14.08\|10.00\|12.68\|14.08\|12.41\|246454;2026-06-26\|12.81\|-9.02\|13.98\|13.98\|12.75\|299691;2026-06-29\|11.85\|-7.49\|12.90\|13.11\|11.60\|237394;2026-06-30\|11.92\|0.59\|11.96\|12.06\|11.40\|152890;2026-07-01\|11.90\|-0.17\|11.88\|12.24\|11.78\|143079;2026-07-02\|11.63\|-2.27\|11.90\|12.15\|11.48\|125282;2026-07-03\|11.30\|-2.84\|11.78\|11.87\|11.27\|146710;2026-07-06\|10.88\|-3.72\|11.33\|11.43\|10.78\|124571;2026-07-07\|10.41\|-4.32\|10.78\|10.93\|10.38\|96943;2026-07-08\|10.44\|0.29\|10.45\|10.54\|10.06\|92420;2026-07-09\|10.35\|-0.86\|10.40\|10.46\|9.75\|114437;2026-07-10\|10.23\|-1.16\|10.33\|10.55\|10.23\|102566
116939	建滔积层板再度涨价	PCB+高阶HDI+AIPC+定增通过行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年5月15日投资者关系管理信息，公司PCB产品已批量应用于知名的存储模组企业，并已配套于交换机、GPU加速卡服务器、光模块等算力相关领域；据2025年年报，公司聚焦存储算力等核心赛道，重点提升高阶HDI及高多层板占比。 2、公司主营业务为印制电路板PCB的研发、生产、销售与服务，主要产品为刚性电路板、HDI、柔性电路板、刚柔结合板等，是国内少数兼具刚柔PCB批量生产与较强研发能力的制造商。 3、2024年5月29日互动易：公司已获得AI PC的小批量订单。 4、据2026年6月18日公告，公司向特定对象发行股票申请获深圳证券交易所上市审核中心审核通过，拟募资用于泰国PCB智能化生产基地及珠海富山高密度PCB扩产项目。	公司系国内少数兼具刚柔印制电路板批量生产与较强研发能力的PCB制造商，部分产品有直接或间接配套人形机器人的研发、生产等	2026-03-03\|11.50\|-6.28\|12.32\|12.38\|11.48\|317259;2026-03-04\|11.49\|-0.09\|11.30\|11.75\|11.25\|205614;2026-03-05\|12.07\|5.05\|11.75\|12.38\|11.75\|393476;2026-03-06\|12.05\|-0.17\|11.94\|12.20\|11.78\|242600;2026-03-09\|11.68\|-3.07\|11.81\|11.85\|11.25\|339614;2026-03-10\|12.29\|5.22\|11.81\|12.30\|11.79\|407890;2026-03-11\|12.55\|2.12\|12.30\|12.59\|12.23\|466932;2026-03-12\|12.34\|-1.67\|12.41\|12.58\|12.16\|321023;2026-03-13\|12.23\|-0.89\|12.18\|12.44\|12.15\|252887;2026-03-16\|12.57\|2.78\|12.17\|12.57\|12.03\|420977;2026-03-17\|11.99\|-4.61\|12.48\|12.56\|11.98\|354889;2026-03-18\|12.42\|3.59\|12.01\|12.43\|12.01\|374248;2026-03-19\|12.04\|-3.06\|12.21\|12.33\|11.96\|259433;2026-03-20\|12.28\|1.99\|12.18\|12.88\|12.08\|703420;2026-03-23\|11.41\|-7.08\|11.74\|12.17\|11.26\|568867;2026-03-24\|11.92\|4.47\|11.64\|11.97\|11.07\|507179;2026-03-25\|12.09\|1.43\|12.17\|12.33\|12.01\|332944;2026-03-26\|11.76\|-2.73\|12.00\|12.20\|11.71\|255791;2026-03-27\|11.66\|-0.85\|11.50\|11.83\|11.08\|347242;2026-03-30\|11.73\|0.60\|11.45\|11.75\|11.08\|316234;2026-03-31\|11.17\|-4.77\|11.69\|11.78\|11.11\|379014;2026-04-01\|12.29\|10.03\|11.44\|12.29\|11.42\|456419;2026-04-02\|12.17\|-0.98\|12.32\|12.40\|12.10\|701666;2026-04-03\|12.35\|1.48\|12.25\|12.40\|12.06\|698150;2026-04-07\|12.63\|2.27\|12.38\|12.75\|12.31\|790591;2026-04-08\|13.05\|3.33\|12.70\|13.10\|12.53\|1049008;2026-04-09\|12.73\|-2.45\|12.60\|12.84\|12.55\|643652;2026-04-10\|12.65\|-0.63\|12.85\|13.08\|12.65\|634758;2026-04-13\|12.73\|0.63\|12.51\|12.76\|12.45\|482658;2026-04-14\|13.03\|2.36\|12.84\|13.10\|12.72\|673859;2026-04-15\|12.71\|-2.46\|13.03\|13.03\|12.64\|543542;2026-04-16\|12.83\|0.94\|12.79\|12.85\|12.51\|378225;2026-04-17\|13.16\|2.57\|12.80\|13.23\|12.70\|744406;2026-04-20\|13.25\|0.68\|13.25\|13.41\|13.10\|694080;2026-04-21\|13.19\|-0.45\|13.11\|13.35\|13.02\|494010;2026-04-22\|13.45\|1.97\|13.03\|13.52\|13.00\|664482;2026-04-23\|12.95\|-3.72\|13.34\|13.40\|12.83\|570295;2026-04-24\|12.69\|-2.01\|12.78\|13.04\|12.57\|410361;2026-04-27\|12.94\|1.97\|12.66\|13.02\|12.65\|327599;2026-04-28\|12.19\|-5.80\|12.42\|12.58\|11.82\|586985;2026-04-29\|12.36\|1.39\|12.10\|12.42\|12.03\|309056;2026-04-30\|11.85\|-4.13\|12.37\|12.58\|11.84\|428744;2026-05-06\|12.69\|7.09\|12.12\|13.00\|12.10\|623743;2026-05-07\|13.25\|4.41\|12.72\|13.31\|12.64\|644245;2026-05-08\|13.26\|0.08\|13.03\|13.32\|12.96\|427880;2026-05-11\|13.46\|1.51\|13.40\|13.69\|13.20\|523058;2026-05-12\|13.42\|-0.30\|13.40\|13.54\|13.20\|408742;2026-05-13\|13.85\|3.20\|13.42\|13.98\|13.31\|909446;2026-05-14\|13.33\|-3.75\|13.85\|13.85\|13.33\|594133;2026-05-15\|13.06\|-2.03\|13.41\|13.67\|12.90\|439249;2026-05-18\|13.28\|1.68\|12.98\|13.52\|12.98\|401371;2026-05-19\|13.28\|0.00\|13.16\|13.42\|12.96\|347047;2026-05-20\|12.93\|-2.64\|13.18\|13.28\|12.85\|346985;2026-05-21\|12.77\|-1.24\|13.17\|13.65\|12.60\|632794;2026-05-22\|13.46\|5.40\|12.91\|13.52\|12.91\|586800;2026-05-25\|13.67\|1.56\|13.85\|13.98\|13.48\|658810;2026-05-26\|15.04\|10.02\|13.67\|15.04\|13.57\|1073116;2026-05-27\|16.54\|9.97\|16.54\|16.54\|15.99\|1024827;2026-05-28\|18.19\|9.98\|16.85\|18.19\|16.16\|2355000;2026-05-29\|17.15\|-5.72\|19.30\|19.55\|16.89\|2173628;2026-06-01\|18.87\|10.03\|17.36\|18.87\|17.35\|2080732;2026-06-02\|20.76\|10.02\|19.16\|20.76\|18.88\|1541028;2026-06-03\|19.45\|-6.31\|20.20\|21.88\|19.00\|2739428;2026-06-04\|20.61\|5.96\|18.88\|21.00\|18.71\|2392112;2026-06-05\|18.69\|-9.32\|19.58\|19.90\|18.55\|1745577;2026-06-08\|16.82\|-10.01\|16.82\|17.73\|16.82\|1120732;2026-06-09\|16.74\|-0.48\|17.16\|17.30\|16.13\|1458957;2026-06-10\|15.82\|-5.50\|16.62\|17.29\|15.58\|1301572;2026-06-11\|15.29\|-3.35\|15.52\|16.00\|15.09\|1155235;2026-06-12\|15.10\|-1.24\|15.65\|16.53\|15.01\|1223062;2026-06-15\|16.35\|8.28\|15.38\|16.43\|15.28\|1264438;2026-06-16\|16.79\|2.69\|16.43\|16.92\|16.21\|1186083;2026-06-17\|18.47\|10.01\|16.39\|18.47\|16.37\|964791;2026-06-18\|20.32\|10.02\|19.01\|20.32\|18.98\|708702;2026-06-22\|21.14\|4.04\|21.90\|22.00\|19.74\|2238549;2026-06-23\|19.90\|-5.87\|20.61\|21.06\|19.18\|1194674;2026-06-24\|19.36\|-2.71\|19.27\|19.82\|18.70\|1092562;2026-06-25\|21.30\|10.02\|19.28\|21.30\|18.59\|1310433;2026-06-26\|22.78\|6.95\|21.03\|23.40\|20.36\|2233337;2026-06-29\|20.50\|-10.01\|22.37\|22.80\|20.50\|1254675;2026-06-30\|21.68\|5.76\|20.18\|22.30\|20.00\|1455689;2026-07-01\|21.41\|-1.25\|21.00\|22.49\|20.70\|1404805;2026-07-02\|19.59\|-8.50\|20.03\|20.80\|19.29\|1035787;2026-07-03\|19.57\|-0.10\|19.20\|20.20\|18.83\|777408;2026-07-06\|17.91\|-8.48\|20.00\|20.16\|17.68\|774068;2026-07-07\|17.59\|-1.79\|17.97\|18.63\|17.32\|554963;2026-07-08\|16.42\|-6.65\|17.71\|17.73\|16.30\|648215;2026-07-09\|18.06\|9.99\|16.91\|18.06\|16.65\|1027509;2026-07-10\|17.74\|-1.77\|18.61\|19.41\|17.72\|1262966
116938	建滔积层板再度涨价	转债摘牌+PCB+覆铜板+算力硬件行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月24日公告，“超声转债”已完成赎回及摘牌，短期因转股带来的股本摊薄压力消除，此后不再有相关转股抛压。 2、据2026年6月22日互动易，公司掌握高频高速印制线路板等核心技术，目前800G、1.6T光模块配套PCB在研究跟进中。 3、据2026年6月17日及22日互动易，公司M7/M8级高速覆铜板处于研发测试阶段；已启动高性能HDI印制板扩产升级项目，总投资约10.08亿元。 4、据2025年年报，公司长期入围全球PCB百强企业，主要从事印制线路板、液晶显示、覆铜板等业务，最终控制人为汕头市国有资产监督管理委员会。	公司M7/M8级高速覆铜板处于研发测试阶段，800G、1.6T光模块配套PCB在研究跟进中	2026-03-03\|14.95\|-5.14\|15.80\|15.87\|14.90\|309613;2026-03-04\|15.04\|0.60\|14.77\|15.37\|14.75\|200588;2026-03-05\|15.24\|1.33\|15.37\|15.59\|15.12\|199277;2026-03-06\|15.20\|-0.26\|15.26\|15.45\|14.91\|172628;2026-03-09\|14.84\|-2.37\|14.88\|14.91\|14.29\|249499;2026-03-10\|15.70\|5.80\|15.17\|15.73\|15.10\|321431;2026-03-11\|15.76\|0.38\|15.70\|15.97\|15.58\|211467;2026-03-12\|15.59\|-1.08\|15.71\|15.89\|15.34\|187632;2026-03-13\|15.84\|1.60\|15.47\|16.12\|15.40\|306145;2026-03-16\|16.24\|2.53\|15.66\|16.30\|15.48\|404834;2026-03-17\|15.49\|-4.62\|16.05\|16.11\|15.47\|313497;2026-03-18\|16.32\|5.36\|15.71\|16.33\|15.55\|482299;2026-03-19\|15.88\|-2.70\|16.00\|16.20\|15.76\|304342;2026-03-20\|14.97\|-5.73\|15.95\|16.03\|14.91\|377310;2026-03-23\|13.47\|-10.02\|14.01\|14.18\|13.47\|351623;2026-03-24\|13.45\|-0.15\|13.50\|13.58\|12.60\|373831;2026-03-25\|13.66\|1.56\|13.69\|13.90\|13.51\|299635;2026-03-26\|13.12\|-3.95\|13.56\|13.72\|13.05\|209776;2026-03-27\|13.21\|0.69\|12.98\|13.39\|12.81\|170741;2026-03-30\|13.08\|-0.98\|12.88\|13.10\|12.76\|164265;2026-03-31\|12.65\|-3.29\|13.03\|13.13\|12.62\|172639;2026-04-01\|13.24\|4.66\|13.15\|13.65\|13.07\|270850;2026-04-02\|12.73\|-3.85\|13.20\|13.23\|12.63\|188587;2026-04-03\|12.65\|-0.63\|12.80\|12.92\|12.65\|124581;2026-04-07\|12.76\|0.87\|12.68\|12.94\|12.64\|137588;2026-04-08\|13.66\|7.05\|13.08\|13.67\|13.08\|246741;2026-04-09\|14.43\|5.64\|13.41\|14.85\|13.37\|534418;2026-04-10\|14.61\|1.25\|14.56\|14.76\|14.36\|309844;2026-04-13\|15.21\|4.11\|14.45\|15.42\|14.35\|365625;2026-04-14\|15.53\|2.10\|15.22\|15.86\|15.08\|337873;2026-04-15\|15.62\|0.58\|15.42\|15.93\|15.30\|331072;2026-04-16\|15.86\|1.54\|15.54\|16.01\|15.47\|222176;2026-04-17\|15.80\|-0.38\|15.86\|15.98\|15.63\|220369;2026-04-20\|16.04\|1.52\|15.76\|16.44\|15.68\|289408;2026-04-21\|16.10\|0.37\|16.00\|16.17\|15.85\|209115;2026-04-22\|16.48\|2.36\|16.11\|16.75\|16.06\|280602;2026-04-23\|15.97\|-3.09\|16.42\|16.55\|15.75\|277832;2026-04-24\|15.67\|-1.88\|15.88\|16.16\|15.50\|199618;2026-04-27\|15.71\|0.26\|15.66\|15.86\|15.31\|218065;2026-04-28\|15.28\|-2.74\|15.59\|15.68\|15.16\|201904;2026-04-29\|15.19\|-0.59\|15.14\|15.44\|15.01\|147185;2026-04-30\|14.88\|-2.04\|15.22\|15.35\|14.68\|197419;2026-05-06\|15.74\|5.78\|15.15\|15.98\|15.15\|276926;2026-05-07\|17.31\|9.97\|15.83\|17.31\|15.66\|634891;2026-05-08\|17.58\|1.56\|17.00\|17.65\|16.81\|686714;2026-05-11\|17.52\|-0.34\|17.41\|17.66\|17.12\|423234;2026-05-12\|16.95\|-2.14\|17.32\|17.44\|16.66\|390585;2026-05-13\|17.49\|3.19\|16.85\|17.76\|16.59\|611686;2026-05-14\|16.84\|-3.72\|17.40\|17.58\|16.80\|351281;2026-05-15\|16.28\|-3.33\|16.90\|17.10\|16.10\|353630;2026-05-18\|16.26\|-0.12\|16.08\|16.50\|15.85\|252778;2026-05-19\|15.95\|-1.91\|16.17\|16.20\|15.52\|264529;2026-05-20\|15.84\|-0.69\|15.96\|16.17\|15.54\|260946;2026-05-21\|15.23\|-3.85\|16.11\|16.46\|15.18\|434337;2026-05-22\|16.39\|7.62\|15.69\|16.43\|15.51\|454455;2026-05-25\|16.33\|-0.37\|16.45\|16.87\|16.00\|513544;2026-05-26\|16.87\|3.31\|15.99\|16.88\|15.80\|721276;2026-05-27\|16.26\|-3.62\|16.68\|16.68\|15.80\|634851;2026-05-28\|17.00\|4.55\|16.02\|17.06\|15.88\|728398;2026-05-29\|16.26\|-4.35\|17.00\|17.20\|16.05\|689440;2026-06-01\|15.91\|-2.15\|15.87\|16.77\|15.58\|527098;2026-06-02\|16.22\|1.95\|15.78\|16.67\|15.78\|520696;2026-06-03\|16.98\|4.69\|16.06\|17.84\|16.05\|1003542;2026-06-04\|17.41\|2.53\|16.81\|17.56\|16.45\|845765;2026-06-05\|17.61\|1.15\|17.30\|18.17\|16.77\|993872;2026-06-08\|17.09\|-2.95\|16.60\|17.80\|16.28\|675158;2026-06-09\|18.60\|8.84\|17.41\|18.79\|17.15\|1079985;2026-06-10\|17.87\|-3.92\|18.10\|18.97\|17.73\|1042464;2026-06-11\|19.10\|6.88\|17.44\|19.57\|16.81\|1184019;2026-06-12\|18.26\|-4.40\|19.30\|20.33\|18.25\|1255783;2026-06-15\|20.09\|10.02\|18.32\|20.09\|18.32\|737484;2026-06-16\|20.10\|0.05\|19.87\|20.67\|19.60\|1106248;2026-06-17\|22.11\|10.00\|19.90\|22.11\|19.88\|694443;2026-06-18\|21.60\|-2.31\|22.46\|22.49\|21.21\|1138248;2026-06-22\|23.76\|10.00\|21.84\|23.76\|21.84\|1173017;2026-06-23\|21.38\|-10.02\|24.68\|25.00\|21.38\|1196987;2026-06-24\|23.52\|10.01\|20.54\|23.52\|20.54\|1294445;2026-06-25\|25.87\|9.99\|24.99\|25.87\|24.51\|495210;2026-06-26\|28.46\|10.01\|28.46\|28.46\|27.23\|1062401;2026-06-29\|25.94\|-8.85\|28.67\|29.77\|25.61\|1610048;2026-06-30\|25.65\|-1.12\|25.83\|26.23\|24.15\|1340616;2026-07-01\|26.00\|1.36\|25.65\|28.22\|25.26\|1659103;2026-07-02\|23.40\|-10.00\|24.76\|24.92\|23.40\|1099688;2026-07-03\|22.19\|-5.17\|23.19\|23.39\|22.03\|864700;2026-07-06\|20.07\|-9.55\|22.17\|22.51\|19.97\|801482;2026-07-07\|19.32\|-3.74\|20.06\|20.45\|18.94\|573248;2026-07-08\|18.48\|-4.35\|19.31\|19.80\|18.40\|621024;2026-07-09\|19.19\|3.84\|18.84\|19.25\|17.90\|712748;2026-07-10\|18.05\|-5.94\|19.27\|19.82\|18.03\|799305
116937	建滔积层板再度涨价	覆铜板+PCB概念+盐湖提锂参股行业原因：建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%。招商证券研报指出，基于玻纤布、铜箔、覆铜板等原材料持续上涨趋势，预计7月全品类PCB将统一涨价20%至30%以上。公司原因： 1、据2026年6月8日互动易，公司覆铜板上年度年产量近700万张，产品直接用于PCB生产；据2026年4月22日年报，覆铜板业务作为PCB上游，2025年推动营业收入同比增长162.36%至11.56亿元。 2、据2026年6月29日异常波动公告，公司近期经营情况正常，内外部经营环境未发生重大变化，不存在应披露而未披露的重大事项。 3、据2026年5月12日互动易，公司间接参股的中农青海钾盐开发有限公司生产经营正常，主营业务为青海大浪滩盐湖钾盐资源的勘探、开采与钾肥系列产品的生产、加工及销售。	公司覆铜板上年度年产量近700万张，产品直接用于PCB生产	2026-03-03\|3.88\|-6.05\|4.17\|4.19\|3.88\|610556;2026-03-04\|3.90\|0.52\|3.79\|3.95\|3.77\|412813;2026-03-05\|3.99\|2.31\|3.97\|4.04\|3.94\|349543;2026-03-06\|4.09\|2.51\|3.96\|4.09\|3.91\|311577;2026-03-09\|4.02\|-1.71\|4.04\|4.05\|3.93\|324164;2026-03-10\|4.12\|2.49\|4.08\|4.12\|4.01\|309337;2026-03-11\|4.09\|-0.73\|4.12\|4.15\|4.07\|253325;2026-03-12\|4.04\|-1.22\|4.09\|4.14\|4.02\|259701;2026-03-13\|4.08\|0.99\|4.03\|4.12\|4.00\|268089;2026-03-16\|4.11\|0.74\|4.06\|4.11\|4.03\|261362;2026-03-17\|3.97\|-3.41\|4.13\|4.18\|3.94\|356145;2026-03-18\|4.01\|1.01\|3.98\|4.02\|3.93\|187630;2026-03-19\|3.88\|-3.24\|3.96\|3.98\|3.85\|257539;2026-03-20\|3.78\|-2.58\|3.90\|3.93\|3.77\|234712;2026-03-23\|3.47\|-8.20\|3.71\|3.75\|3.46\|382095;2026-03-24\|3.65\|5.19\|3.58\|3.66\|3.46\|282881;2026-03-25\|3.74\|2.47\|3.68\|3.80\|3.64\|233030;2026-03-26\|3.67\|-1.87\|3.72\|3.79\|3.66\|172706;2026-03-27\|3.78\|3.00\|3.60\|3.81\|3.60\|224226;2026-03-30\|3.81\|0.79\|3.73\|3.81\|3.71\|159532;2026-03-31\|3.71\|-2.62\|3.81\|3.87\|3.70\|172786;2026-04-01\|3.75\|1.08\|3.79\|3.81\|3.71\|164220;2026-04-02\|3.70\|-1.33\|3.75\|3.78\|3.67\|149070;2026-04-03\|3.59\|-2.97\|3.69\|3.72\|3.56\|157378;2026-04-07\|3.69\|2.79\|3.61\|3.71\|3.60\|136444;2026-04-08\|3.80\|2.98\|3.76\|3.82\|3.73\|200169;2026-04-09\|3.71\|-2.37\|3.77\|3.79\|3.70\|141828;2026-04-10\|3.75\|1.08\|3.73\|3.84\|3.73\|217359;2026-04-13\|3.78\|0.80\|3.73\|3.78\|3.71\|153544;2026-04-14\|3.82\|1.06\|3.83\|3.84\|3.75\|195944;2026-04-15\|3.72\|-2.62\|3.83\|3.84\|3.71\|203964;2026-04-16\|3.79\|1.88\|3.73\|3.80\|3.70\|165011;2026-04-17\|3.87\|2.11\|3.78\|3.89\|3.77\|292149;2026-04-20\|3.84\|-0.78\|3.88\|3.88\|3.81\|178708;2026-04-21\|3.79\|-1.30\|3.85\|3.85\|3.76\|162707;2026-04-22\|3.82\|0.79\|3.76\|3.92\|3.76\|204423;2026-04-23\|3.67\|-3.93\|3.82\|3.86\|3.64\|311551;2026-04-24\|3.64\|-0.82\|3.66\|3.67\|3.59\|171272;2026-04-27\|3.67\|0.82\|3.60\|3.67\|3.56\|150293;2026-04-28\|3.66\|-0.27\|3.63\|3.67\|3.61\|124489;2026-04-29\|3.69\|0.82\|3.68\|3.73\|3.65\|173848;2026-04-30\|3.64\|-1.35\|3.67\|3.72\|3.63\|173060;2026-05-06\|3.70\|1.65\|3.66\|3.73\|3.62\|253338;2026-05-07\|3.78\|2.16\|3.70\|3.92\|3.69\|331056;2026-05-08\|3.78\|0.00\|3.76\|3.81\|3.72\|244393;2026-05-11\|3.85\|1.85\|3.78\|3.86\|3.67\|425899;2026-05-12\|3.69\|-4.16\|3.79\|3.82\|3.67\|381120;2026-05-13\|3.67\|-0.54\|3.67\|3.69\|3.63\|185129;2026-05-14\|3.60\|-1.91\|3.68\|3.68\|3.60\|173633;2026-05-15\|3.56\|-1.11\|3.60\|3.63\|3.55\|176519;2026-05-18\|3.51\|-1.40\|3.56\|3.56\|3.48\|163217;2026-05-19\|3.58\|1.99\|3.52\|3.60\|3.52\|120419;2026-05-20\|3.69\|3.07\|3.56\|3.73\|3.52\|312166;2026-05-21\|3.51\|-4.88\|3.70\|3.73\|3.51\|247039;2026-05-22\|3.58\|1.99\|3.50\|3.61\|3.48\|163434;2026-05-25\|3.59\|0.28\|3.64\|3.65\|3.57\|130242;2026-05-26\|3.54\|-1.39\|3.56\|3.63\|3.49\|153417;2026-05-27\|3.49\|-1.41\|3.55\|3.55\|3.48\|135605;2026-05-28\|3.42\|-2.01\|3.47\|3.51\|3.38\|141159;2026-05-29\|3.31\|-3.22\|3.44\|3.50\|3.30\|154411;2026-06-01\|3.38\|2.11\|3.28\|3.47\|3.24\|156527;2026-06-02\|3.27\|-3.25\|3.35\|3.37\|3.23\|174707;2026-06-03\|3.32\|1.53\|3.26\|3.46\|3.19\|258638;2026-06-04\|3.19\|-3.92\|3.28\|3.34\|3.18\|194718;2026-06-05\|3.14\|-1.57\|3.18\|3.22\|3.13\|160398;2026-06-08\|3.03\|-3.50\|3.04\|3.15\|2.98\|173747;2026-06-09\|3.33\|9.90\|3.06\|3.33\|3.06\|282150;2026-06-10\|3.60\|8.11\|3.42\|3.66\|3.40\|1236309;2026-06-11\|3.40\|-5.56\|3.37\|3.50\|3.31\|877302;2026-06-12\|3.28\|-3.53\|3.42\|3.45\|3.28\|480836;2026-06-15\|3.54\|7.93\|3.31\|3.60\|3.27\|666553;2026-06-16\|3.89\|9.89\|3.52\|3.89\|3.49\|1107421;2026-06-17\|4.28\|10.03\|3.97\|4.28\|3.90\|1661509;2026-06-18\|4.71\|10.05\|4.60\|4.71\|4.46\|556852;2026-06-22\|4.50\|-4.46\|5.18\|5.18\|4.42\|2422227;2026-06-23\|4.95\|10.00\|4.69\|4.95\|4.37\|2105443;2026-06-24\|4.76\|-3.84\|4.71\|5.04\|4.48\|2144818;2026-06-25\|5.24\|10.08\|4.52\|5.24\|4.45\|2078936;2026-06-26\|5.76\|9.92\|5.31\|5.76\|5.31\|2522640;2026-06-29\|5.18\|-10.07\|5.73\|5.95\|5.18\|2008425;2026-06-30\|5.26\|1.54\|5.10\|5.53\|5.02\|1875428;2026-07-01\|4.87\|-7.41\|5.17\|5.20\|4.83\|1654050;2026-07-02\|4.67\|-4.11\|4.60\|4.86\|4.52\|1163631;2026-07-03\|5.14\|10.06\|4.62\|5.14\|4.55\|1836773;2026-07-06\|5.65\|9.92\|5.31\|5.65\|5.31\|1794225;2026-07-07\|5.85\|3.54\|5.60\|6.09\|5.38\|2568087;2026-07-08\|5.60\|-4.27\|5.80\|6.08\|5.55\|1884364;2026-07-09\|5.35\|-4.46\|5.55\|5.65\|5.14\|1725311;2026-07-10\|5.15\|-3.74\|5.22\|5.48\|5.12\|1283742
116936	建滔积层板再度涨价	特种纤维布+风电叶片+央企行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月16日互动易，公司特种纤维布产品均完成国内外头部客户的认证并实现批量供货；据2026年4月7日机构调研，泰山玻纤研发布局特种纤维产品已有8年，目前产品类别覆盖4种全品类并完成头部客户认证和批量供应的只有泰山玻纤，总规划超过1亿米。 2、据2026年6月24日发行保荐书，风电叶片领域，公司子公司中材叶片2025年全年销售风电叶片36GW，市场占有率保持全球第一。 3、据2026年6月24日募集说明书，截至2025年12月31日，中国建材股份直接持有公司60.24%股份，为公司的控股股东；中国建材集团为中材科技的实际控制人。	1、公司自主研发的第一代低介电产品，已成功应用于高端 PCB 领域； 2、全资子公司泰山玻纤专业从事玻璃纤维及其制品的研发、制造及销售，拥有超140万吨的玻璃纤维年产能，在玻璃纤维配方、大型玻纤池窑设计、窑炉纯氧燃烧技术等方面拥有核心自主知识产权，居世界领先水平	2026-03-03\|46.83\|-7.89\|51.15\|51.33\|46.61\|586781;2026-03-04\|46.65\|-0.38\|46.00\|47.89\|46.00\|295743;2026-03-05\|46.95\|0.64\|47.89\|48.73\|46.44\|359884;2026-03-06\|44.99\|-4.17\|46.56\|46.89\|44.78\|422649;2026-03-09\|44.60\|-0.87\|43.33\|44.85\|42.00\|471289;2026-03-10\|46.71\|4.73\|45.67\|47.11\|45.60\|453096;2026-03-11\|46.08\|-1.35\|46.72\|47.57\|45.92\|331670;2026-03-12\|46.01\|-0.15\|45.87\|47.08\|44.90\|336905;2026-03-13\|45.98\|-0.07\|46.00\|47.00\|45.11\|456380;2026-03-16\|45.53\|-0.98\|46.50\|46.66\|43.63\|461948;2026-03-17\|42.51\|-6.63\|45.90\|46.00\|42.47\|448295;2026-03-18\|44.01\|3.53\|43.15\|44.07\|42.16\|346496;2026-03-19\|41.94\|-4.70\|42.86\|43.10\|41.67\|319071;2026-03-20\|41.54\|-0.95\|42.47\|42.98\|41.30\|375472;2026-03-23\|39.04\|-6.02\|40.54\|41.17\|38.90\|425074;2026-03-24\|40.30\|3.23\|39.90\|40.69\|38.45\|349609;2026-03-25\|41.19\|2.21\|41.00\|42.58\|40.90\|363084;2026-03-26\|40.41\|-1.89\|41.20\|41.96\|40.29\|286534;2026-03-27\|40.08\|-0.82\|39.62\|40.71\|38.80\|309202;2026-03-30\|40.85\|1.92\|39.65\|41.29\|39.11\|351984;2026-03-31\|39.27\|-3.87\|40.49\|40.78\|39.11\|281041;2026-04-01\|41.17\|4.84\|41.58\|42.80\|40.91\|450337;2026-04-02\|39.52\|-4.01\|41.17\|41.29\|39.13\|266604;2026-04-03\|39.72\|0.51\|39.91\|40.95\|39.68\|283310;2026-04-07\|40.67\|2.39\|39.98\|41.48\|39.80\|334457;2026-04-08\|43.73\|7.52\|42.18\|43.78\|41.73\|533849;2026-04-09\|43.09\|-1.46\|42.86\|43.86\|42.60\|321901;2026-04-10\|45.58\|5.78\|43.80\|46.38\|43.71\|583640;2026-04-13\|50.14\|10.00\|45.00\|50.14\|45.00\|639829;2026-04-14\|51.70\|3.11\|50.53\|51.93\|49.14\|832143;2026-04-15\|48.51\|-6.17\|50.70\|51.88\|47.99\|754519;2026-04-16\|48.85\|0.70\|48.76\|50.16\|48.03\|508442;2026-04-17\|49.30\|0.92\|48.24\|50.38\|47.73\|557821;2026-04-20\|49.29\|-0.02\|49.38\|51.30\|49.00\|527669;2026-04-21\|50.73\|2.92\|49.30\|51.19\|49.30\|514540;2026-04-22\|51.73\|1.97\|50.60\|51.81\|49.88\|552113;2026-04-23\|53.12\|2.69\|52.70\|55.30\|52.40\|760744;2026-04-24\|52.52\|-1.13\|52.00\|53.40\|50.86\|443825;2026-04-27\|52.07\|-0.86\|53.56\|54.24\|51.80\|447717;2026-04-28\|53.38\|2.52\|52.15\|54.93\|51.01\|538013;2026-04-29\|56.90\|6.59\|52.75\|57.58\|52.66\|581743;2026-04-30\|55.17\|-3.04\|57.01\|57.23\|53.51\|485406;2026-05-06\|60.69\|10.01\|56.21\|60.69\|56.21\|454719;2026-05-07\|63.18\|4.10\|62.95\|63.85\|60.52\|591766;2026-05-08\|62.40\|-1.23\|62.36\|64.93\|61.18\|395113;2026-05-11\|63.08\|1.09\|63.40\|63.93\|60.52\|478177;2026-05-12\|65.99\|4.61\|63.06\|66.76\|60.60\|610311;2026-05-13\|66.91\|1.39\|64.30\|67.88\|62.59\|566095;2026-05-14\|68.79\|2.81\|66.92\|71.90\|65.02\|597648;2026-05-15\|64.78\|-5.83\|68.79\|70.10\|64.04\|635742;2026-05-18\|65.64\|1.33\|63.73\|67.91\|63.25\|420354;2026-05-19\|64.28\|-2.07\|65.34\|65.90\|62.04\|379832;2026-05-20\|65.21\|1.45\|64.13\|66.19\|62.82\|311171;2026-05-21\|64.80\|-0.63\|66.44\|69.46\|64.68\|456767;2026-05-22\|71.28\|10.00\|65.00\|71.28\|65.00\|496373;2026-05-25\|74.88\|5.05\|73.00\|75.62\|71.06\|466444;2026-05-26\|74.24\|-0.85\|73.99\|77.06\|72.61\|511808;2026-05-27\|70.75\|-4.70\|75.06\|75.29\|70.21\|438431;2026-05-28\|76.51\|8.14\|70.80\|76.95\|70.80\|508052;2026-05-29\|71.15\|-6.48\|75.73\|75.73\|70.50\|462307;2026-06-01\|64.04\|-9.99\|72.40\|72.40\|64.04\|612649;2026-06-02\|65.43\|2.17\|63.24\|65.73\|60.60\|684041;2026-06-03\|63.62\|-2.77\|64.25\|67.31\|62.28\|711578;2026-06-04\|63.80\|0.28\|62.81\|64.45\|61.52\|462536;2026-06-05\|62.73\|-1.68\|62.80\|66.35\|60.93\|539437;2026-06-08\|58.80\|-6.26\|59.25\|61.79\|57.80\|491005;2026-06-09\|64.68\|10.00\|61.13\|64.68\|60.80\|455925;2026-06-10\|62.80\|-2.91\|64.68\|65.55\|61.87\|545132;2026-06-11\|63.88\|1.72\|62.47\|65.00\|60.76\|531530;2026-06-12\|61.92\|-3.07\|65.87\|67.46\|61.92\|647349;2026-06-15\|68.11\|10.00\|64.26\|68.11\|62.32\|555423;2026-06-16\|74.92\|10.00\|70.90\|74.92\|70.90\|547085;2026-06-17\|82.41\|10.00\|76.26\|82.41\|75.76\|825743;2026-06-18\|80.55\|-2.26\|82.25\|82.80\|78.20\|718755;2026-06-22\|84.32\|4.68\|81.95\|85.42\|79.37\|742310;2026-06-23\|76.80\|-8.92\|83.25\|83.57\|75.89\|593065;2026-06-24\|84.48\|10.00\|76.99\|84.48\|76.99\|636951;2026-06-25\|92.93\|10.00\|87.04\|92.93\|85.00\|378532;2026-06-26\|97.67\|5.10\|95.19\|102.22\|94.78\|891848;2026-06-29\|90.50\|-7.34\|99.00\|99.58\|87.90\|952297;2026-06-30\|90.00\|-0.55\|90.00\|93.80\|87.76\|565316;2026-07-01\|88.70\|-1.44\|93.00\|94.20\|87.77\|450080;2026-07-02\|82.22\|-7.31\|84.30\|86.80\|81.59\|463584;2026-07-03\|85.09\|3.49\|80.81\|89.78\|80.33\|472116;2026-07-06\|76.58\|-10.00\|84.47\|85.96\|76.58\|478792;2026-07-07\|74.30\|-2.98\|77.18\|79.89\|72.42\|451493;2026-07-08\|72.74\|-2.10\|75.32\|78.69\|72.06\|457697;2026-07-09\|74.75\|2.76\|74.92\|76.17\|70.01\|539088;2026-07-10\|70.89\|-5.16\|74.74\|78.08\|70.50\|523037
116935	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	MLCC+电子陶瓷+定增扩产 1、据2026年6月10日公告，公司调整定增方案，拟募资不超8.75亿元用于DPC智能化产线及MLCC产线技改等项目，旨在突破产能瓶颈，提升高容产品良率与生产规模。 2、据2026年6月10日公告，公司MLCC业务已逐步攻克材料配方、精密印刷等核心技术，并已与业内知名经销商建立长期战略合作关系；公司电子陶瓷领域DPC业务产品涵盖预制金锡陶瓷热沉，广泛应用于高功率激光器、卫星等领域，并已向创鑫激光、华光光电子等行业头部客户供货。 3、据2025年年度报告，公司主营消费电子精密零部件，客户覆盖华为、小米、OPPO、VIVO等终端品牌，具备冲压、注塑、SMT等全产业链技术要素能力。	公司主要聚焦 MLCC（多层片式陶瓷电容器）这一核心被动元件，成功自主开发出高功率光纤激光器陶瓷热沉	2026-03-03\|29.96\|-8.24\|32.76\|32.77\|29.91\|71844;2026-03-04\|29.68\|-0.93\|29.67\|30.28\|29.10\|49312;2026-03-05\|30.08\|1.35\|29.90\|30.60\|29.67\|45862;2026-03-06\|30.05\|-0.10\|29.80\|30.27\|29.34\|35876;2026-03-09\|29.33\|-2.40\|28.88\|29.50\|27.89\|55813;2026-03-10\|31.13\|6.14\|29.87\|31.96\|29.87\|64660;2026-03-11\|30.20\|-2.99\|31.14\|31.49\|30.09\|47207;2026-03-12\|30.18\|-0.07\|30.00\|30.53\|29.46\|37670;2026-03-13\|29.65\|-1.76\|29.81\|30.50\|29.35\|37156;2026-03-16\|29.52\|-0.44\|29.30\|29.93\|28.78\|29348;2026-03-17\|28.37\|-3.90\|29.80\|29.85\|28.28\|27210;2026-03-18\|29.00\|2.22\|28.86\|29.00\|28.25\|20229;2026-03-19\|28.12\|-3.03\|28.45\|28.52\|27.81\|30816;2026-03-20\|27.05\|-3.81\|28.02\|28.30\|27.01\|28420;2026-03-23\|24.78\|-8.39\|26.86\|26.86\|24.61\|40945;2026-03-24\|26.05\|5.13\|25.56\|26.09\|24.98\|42514;2026-03-25\|28.57\|9.67\|26.49\|29.09\|26.49\|68201;2026-03-26\|26.50\|-7.25\|28.00\|28.00\|26.30\|44774;2026-03-27\|27.01\|1.92\|26.16\|27.08\|25.82\|25742;2026-03-30\|26.82\|-0.70\|26.51\|26.92\|26.17\|20814;2026-03-31\|26.02\|-2.98\|26.78\|26.99\|25.99\|20143;2026-04-01\|26.92\|3.46\|26.92\|27.08\|26.46\|24438;2026-04-02\|26.00\|-3.42\|26.73\|26.90\|25.68\|26179;2026-04-03\|25.17\|-3.19\|26.09\|26.29\|24.93\|29755;2026-04-07\|25.45\|1.11\|25.27\|25.96\|25.27\|20422;2026-04-08\|27.26\|7.11\|26.13\|27.37\|26.07\|32015;2026-04-09\|26.79\|-1.72\|26.99\|27.33\|26.72\|24232;2026-04-10\|26.83\|0.15\|27.10\|27.50\|26.79\|21806;2026-04-13\|26.83\|0.00\|26.72\|27.09\|26.42\|28248;2026-04-14\|27.36\|1.98\|27.15\|27.68\|27.10\|23483;2026-04-15\|28.35\|3.62\|27.38\|30.25\|27.38\|69316;2026-04-16\|29.15\|2.82\|28.07\|29.30\|27.86\|43168;2026-04-17\|29.48\|1.13\|29.17\|29.68\|28.70\|28866;2026-04-20\|29.55\|0.24\|29.69\|30.85\|29.21\|39536;2026-04-21\|29.10\|-1.52\|29.41\|29.60\|28.86\|25328;2026-04-22\|30.15\|3.61\|29.10\|30.30\|28.44\|42832;2026-04-23\|31.10\|3.15\|29.98\|31.44\|29.80\|76126;2026-04-24\|30.82\|-0.90\|30.62\|31.85\|30.11\|45700;2026-04-27\|33.14\|7.53\|30.70\|34.69\|30.53\|80413;2026-04-28\|35.41\|6.85\|32.84\|35.98\|32.84\|97031;2026-04-29\|35.72\|0.88\|35.10\|36.48\|34.12\|87888;2026-04-30\|35.80\|0.22\|35.82\|36.45\|35.40\|48959;2026-05-06\|37.06\|3.52\|35.90\|39.14\|35.90\|76423;2026-05-07\|38.10\|2.81\|37.32\|38.30\|36.58\|42596;2026-05-08\|45.72\|20.00\|37.96\|45.72\|37.69\|152906;2026-05-11\|50.69\|10.87\|46.62\|52.30\|45.77\|183464;2026-05-12\|50.88\|0.37\|49.29\|53.65\|49.29\|140254;2026-05-13\|51.14\|0.51\|50.86\|51.65\|49.41\|80122;2026-05-14\|50.76\|-0.74\|51.80\|54.75\|49.80\|98314;2026-05-15\|48.95\|-3.57\|51.27\|51.57\|48.00\|98107;2026-05-18\|49.26\|0.63\|49.00\|51.85\|48.00\|84550;2026-05-19\|59.11\|20.00\|49.69\|59.11\|49.26\|121589;2026-05-20\|58.23\|-1.49\|61.75\|61.99\|56.00\|133452;2026-05-21\|60.59\|4.05\|58.00\|64.22\|57.40\|145980;2026-05-22\|72.71\|20.00\|63.94\|72.71\|63.94\|147468;2026-05-25\|78.74\|8.29\|80.00\|84.50\|77.59\|166396;2026-05-26\|81.04\|2.92\|75.29\|81.60\|75.23\|128941;2026-05-27\|84.77\|4.60\|77.99\|87.12\|77.00\|122325;2026-05-28\|95.84\|13.06\|83.93\|98.17\|83.00\|128210;2026-05-29\|89.49\|-6.63\|92.00\|96.00\|86.66\|111217;2026-06-01\|82.82\|-7.45\|87.71\|95.13\|82.80\|94491;2026-06-02\|92.10\|11.21\|83.00\|94.30\|82.83\|80086;2026-06-03\|92.25\|0.16\|89.80\|93.93\|85.10\|69162;2026-06-04\|97.68\|5.89\|90.00\|98.77\|88.62\|60739;2026-06-05\|88.84\|-9.05\|95.49\|96.00\|88.83\|67122;2026-06-08\|76.44\|-13.96\|84.98\|85.23\|73.37\|90312;2026-06-09\|91.55\|19.77\|79.90\|91.55\|78.56\|79965;2026-06-10\|88.36\|-3.48\|91.76\|93.88\|85.80\|57026;2026-06-11\|95.20\|7.74\|88.01\|98.96\|86.55\|70709;2026-06-12\|82.00\|-13.87\|90.00\|91.99\|81.11\|83119;2026-06-15\|96.32\|17.46\|83.99\|98.00\|83.99\|80851;2026-06-16\|103.01\|6.95\|100.00\|114.90\|99.30\|84324;2026-06-17\|123.61\|20.00\|105.91\|123.61\|105.91\|72351;2026-06-18\|129.03\|4.38\|120.83\|139.00\|111.01\|72332;2026-06-22\|132.36\|2.58\|125.01\|134.34\|121.50\|53346;2026-06-23\|123.60\|-6.62\|128.20\|129.88\|118.00\|36450;2026-06-24\|128.81\|4.22\|120.99\|129.00\|115.81\|57048;2026-06-25\|144.00\|11.79\|136.00\|150.00\|133.00\|68360;2026-07-01\|130.70\|-9.24\|132.00\|143.99\|123.58\|82546;2026-07-02\|110.89\|-15.16\|115.50\|122.88\|109.00\|45221;2026-07-03\|99.49\|-10.28\|109.14\|110.00\|98.00\|53366;2026-07-06\|95.32\|-4.19\|101.00\|105.80\|94.00\|43965;2026-07-07\|93.36\|-2.06\|95.95\|101.09\|92.00\|37698;2026-07-08\|95.25\|2.02\|95.23\|99.00\|88.17\|33660;2026-07-09\|100.26\|5.26\|97.78\|100.58\|91.00\|47101;2026-07-10\|98.88\|-1.38\|100.28\|103.85\|96.51\|3967195
116934	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	涨停揭秘：三环集团作为Bloom Energy燃料电池隔膜片主要供应商，直接受益于美国GE Vernova能源设备利润大增及全球氢能设备加速放量，叠加自身一季度净利润同比增长48.48%；涨停缘由：深度绑定国际头部燃料电池企业Bloom Energy；燃气轮机与氢能装备产业链景气上行；年报及一季报密集披露期业绩兑现；资金逻辑：机构持仓强化+主题资金回流，燃气轮机板块近期获北向与游资共振，龙虎榜多次出现机构席位净买入；风险提示：海外客户订单波动性大，出口占比高带来汇率与地缘政治风险；当前估值已处近三年高位，短期涨幅较大存回调压力	1、国内电子陶瓷元件龙头；公司核心产品为多层片式陶瓷电容器（MLCC）； 2、公司与Bloom Energy已建立长期合作关系，是其燃料电池隔膜片的主要供应商	2026-03-03\|59.77\|-5.13\|63.00\|63.70\|59.41\|370463;2026-03-04\|59.06\|-1.19\|59.04\|60.56\|58.61\|226066;2026-03-05\|58.98\|-0.14\|60.60\|60.78\|58.38\|246760;2026-03-06\|58.90\|-0.14\|58.52\|59.80\|57.51\|242945;2026-03-09\|56.98\|-3.26\|56.92\|57.30\|54.51\|311749;2026-03-10\|59.51\|4.44\|58.50\|60.36\|58.20\|283623;2026-03-11\|58.08\|-2.40\|59.10\|59.98\|57.80\|236709;2026-03-12\|56.23\|-3.19\|57.70\|57.85\|54.80\|309464;2026-03-13\|54.79\|-2.56\|55.81\|56.01\|54.53\|229591;2026-03-16\|55.06\|0.49\|54.60\|55.10\|53.16\|202425;2026-03-17\|54.80\|-0.47\|55.58\|56.46\|54.20\|319452;2026-03-18\|56.11\|2.39\|55.59\|57.17\|55.30\|273973;2026-03-19\|55.95\|-0.29\|54.80\|57.04\|54.42\|253593;2026-03-20\|54.50\|-2.59\|56.30\|56.60\|54.31\|232599;2026-03-23\|51.12\|-6.20\|53.25\|53.53\|50.70\|308603;2026-03-24\|54.24\|6.10\|52.03\|54.27\|51.36\|287258;2026-03-25\|55.58\|2.47\|54.45\|56.19\|54.13\|207642;2026-03-26\|55.20\|-0.68\|55.04\|55.98\|54.90\|141899;2026-03-27\|54.84\|-0.65\|54.26\|55.79\|53.55\|160031;2026-03-30\|54.10\|-1.35\|53.00\|54.36\|52.15\|204914;2026-03-31\|52.85\|-2.31\|54.10\|54.78\|52.64\|150666;2026-04-01\|54.53\|3.18\|54.50\|55.58\|54.06\|166265;2026-04-02\|53.18\|-2.48\|54.42\|54.52\|52.72\|120120;2026-04-03\|54.84\|3.12\|53.48\|55.35\|53.00\|183650;2026-04-07\|56.69\|3.37\|55.20\|56.93\|54.76\|245658;2026-04-08\|58.39\|3.00\|58.00\|58.78\|56.64\|295898;2026-04-09\|58.58\|0.33\|57.52\|59.30\|57.23\|196309;2026-04-10\|59.62\|1.78\|59.30\|61.16\|59.14\|313038;2026-04-13\|61.50\|3.15\|58.64\|61.90\|58.64\|255623;2026-04-14\|64.61\|5.06\|69.16\|70.50\|63.77\|440918;2026-04-15\|65.32\|1.10\|66.90\|67.56\|64.01\|384348;2026-04-16\|65.07\|-0.38\|65.00\|65.83\|64.23\|239297;2026-04-17\|65.17\|0.15\|64.91\|65.96\|64.32\|215657;2026-04-20\|63.49\|-2.58\|64.72\|66.03\|63.18\|255837;2026-04-21\|66.09\|4.10\|64.48\|66.90\|64.10\|300801;2026-04-22\|67.00\|1.38\|65.46\|68.00\|65.38\|260594;2026-04-23\|70.10\|4.63\|68.00\|71.14\|67.50\|435766;2026-04-24\|74.99\|6.98\|72.11\|76.80\|72.11\|477906;2026-04-27\|75.71\|0.96\|75.00\|76.60\|73.88\|393932;2026-04-28\|81.68\|7.89\|75.56\|82.96\|75.30\|532667;2026-04-29\|82.01\|0.40\|81.28\|83.66\|79.70\|291475;2026-04-30\|85.70\|4.50\|82.56\|87.30\|82.00\|423332;2026-05-06\|85.00\|-0.82\|85.50\|86.99\|81.85\|420590;2026-05-07\|86.98\|2.33\|86.00\|88.65\|85.34\|367169;2026-05-08\|86.30\|-0.78\|84.50\|86.61\|83.70\|340803;2026-05-11\|88.22\|2.76\|87.58\|91.50\|85.88\|319369;2026-05-12\|88.21\|-0.01\|89.80\|90.25\|86.70\|236248;2026-05-13\|90.69\|2.81\|87.45\|91.79\|86.96\|338965;2026-05-14\|88.39\|-2.54\|91.90\|92.29\|87.95\|264185;2026-05-15\|85.70\|-3.04\|88.51\|90.28\|84.85\|333375;2026-05-18\|87.90\|2.57\|85.06\|90.30\|84.64\|316747;2026-05-19\|96.54\|9.83\|89.55\|97.80\|88.71\|521740;2026-05-20\|95.96\|-0.60\|96.30\|97.09\|91.50\|372153;2026-05-21\|98.47\|2.62\|98.99\|105.00\|98.42\|503859;2026-05-22\|115.00\|16.79\|104.99\|118.00\|104.68\|823684;2026-05-25\|115.35\|0.30\|121.00\|123.00\|114.00\|899259;2026-05-26\|116.93\|1.37\|113.00\|117.58\|109.38\|785030;2026-05-27\|122.99\|5.18\|119.03\|129.28\|119.03\|791479;2026-05-28\|132.11\|7.42\|126.00\|135.00\|123.00\|991670;2026-05-29\|128.78\|-2.52\|132.00\|132.00\|125.30\|661594;2026-06-01\|125.63\|-2.45\|125.00\|137.13\|124.62\|782609;2026-06-02\|134.46\|7.03\|122.00\|138.18\|120.02\|878184;2026-06-03\|134.89\|0.32\|134.79\|137.71\|129.38\|703100;2026-06-04\|139.03\|3.07\|131.77\|141.00\|127.00\|740527;2026-06-05\|134.83\|-3.02\|136.00\|142.90\|130.00\|782509;2026-06-08\|122.92\|-8.83\|130.78\|132.56\|121.52\|921088;2026-06-09\|141.02\|14.72\|126.43\|144.00\|123.39\|854750;2026-06-10\|132.00\|-6.40\|135.50\|137.85\|130.00\|537341;2026-06-11\|131.63\|-0.28\|132.55\|140.66\|129.50\|548531;2026-06-12\|126.50\|-3.90\|136.38\|136.82\|125.20\|602746;2026-06-15\|150.25\|18.77\|133.60\|151.79\|131.11\|831020;2026-06-16\|150.22\|-0.02\|150.10\|157.08\|149.01\|888017;2026-06-17\|155.46\|3.49\|150.00\|159.00\|148.36\|809404;2026-06-18\|157.89\|1.56\|155.47\|166.66\|154.23\|771287;2026-06-22\|156.11\|-1.13\|161.04\|164.98\|150.00\|776829;2026-06-23\|145.50\|-6.80\|155.75\|155.80\|143.97\|678132;2026-06-24\|145.26\|-0.16\|144.81\|150.23\|142.20\|685009;2026-06-25\|163.62\|12.64\|150.19\|165.00\|147.00\|887911;2026-06-26\|160.05\|-2.18\|157.11\|164.49\|154.90\|748157;2026-06-29\|166.69\|4.15\|170.00\|180.35\|160.58\|914292;2026-06-30\|166.90\|0.13\|167.00\|171.22\|157.00\|744854;2026-07-01\|170.46\|2.13\|175.45\|177.77\|165.01\|739563;2026-07-02\|148.20\|-13.06\|161.85\|163.65\|146.07\|888724;2026-07-03\|144.89\|-2.23\|147.98\|154.19\|138.36\|664844;2026-07-06\|141.73\|-2.18\|148.50\|154.10\|139.03\|761128;2026-07-07\|140.00\|-1.22\|140.00\|146.29\|136.00\|530737;2026-07-08\|130.43\|-6.84\|141.18\|142.99\|129.38\|858976;2026-07-09\|133.81\|2.59\|132.00\|134.50\|124.21\|816221;2026-07-10\|127.05\|-5.05\|136.11\|144.49\|126.17\|734356
116933	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	涨停揭秘：参股公司信维电科高端MLCC通过国内主流客户认证并批量交付，同时高精密连接器切入商业卫星地面接收站供应链；涨停缘由：信维电科高端MLCC部分关键高容料号已通过国内主流客户认证并批量交付；正送样北美大客户验证；高精密连接器已成功供货国外商业卫星地面接收站客户；服务器等新应用场景合作持续推进；资金逻辑：被动元件板块因龙头涨价函集体走强，铝电解及薄膜电容概念涨超2%，资金偏好具备技术突破与海外验证进展的标的；风险提示：MLCC业务仍处导入期，北美客户验证结果未明，卫星通信业务占比低，短期难显著增厚业绩	1、参股公司信维电科的高端MLCC业务，部分关键高容料号已通过国内主流客户认证并实现批量交付，目前正送样北美大客户验证，公司正拓展与客户在服务器等相关领域的业务合作与交流； 2、公司高精密连接器等产品解决方案可应用于商业卫星的地面接收站，已成功给国外部分客户供货	2026-03-03\|68.50\|-12.66\|78.00\|78.00\|68.10\|1195397;2026-03-04\|69.00\|0.73\|68.50\|71.00\|68.37\|637012;2026-03-05\|69.92\|1.33\|70.57\|70.99\|68.26\|624550;2026-03-06\|69.24\|-0.97\|69.60\|70.99\|68.60\|504874;2026-03-09\|69.24\|0.00\|68.00\|69.48\|66.21\|636638;2026-03-10\|70.27\|1.49\|69.95\|71.98\|69.66\|586980;2026-03-11\|68.60\|-2.38\|71.02\|71.16\|68.33\|534846;2026-03-12\|67.05\|-2.26\|68.06\|69.20\|66.12\|522731;2026-03-13\|64.13\|-4.36\|66.52\|66.95\|63.92\|585387;2026-03-16\|65.04\|1.42\|63.10\|65.15\|62.35\|535645;2026-03-17\|62.62\|-3.72\|65.50\|65.80\|62.35\|401302;2026-03-18\|66.23\|5.76\|63.73\|66.50\|62.57\|664045;2026-03-19\|64.33\|-2.87\|64.41\|65.94\|63.88\|457258;2026-03-20\|62.60\|-2.69\|64.96\|65.32\|62.58\|466470;2026-03-23\|59.21\|-5.42\|62.23\|62.99\|58.73\|532926;2026-03-24\|59.75\|0.91\|60.22\|60.39\|57.87\|480173;2026-03-25\|62.42\|4.47\|62.00\|64.50\|61.80\|668262;2026-03-26\|64.29\|3.00\|65.60\|66.00\|62.51\|1079081;2026-03-27\|62.57\|-2.68\|61.70\|63.50\|60.52\|751277;2026-03-30\|64.32\|2.80\|61.30\|64.99\|61.10\|866903;2026-03-31\|64.96\|0.99\|64.13\|68.83\|63.60\|1170940;2026-04-01\|63.05\|-2.94\|66.00\|66.20\|62.70\|801378;2026-04-02\|61.52\|-2.43\|62.73\|64.25\|60.93\|578146;2026-04-03\|61.77\|0.41\|63.38\|64.98\|61.50\|676942;2026-04-07\|60.68\|-1.76\|62.33\|62.50\|60.03\|481262;2026-04-08\|65.88\|8.57\|62.56\|65.88\|62.55\|889953;2026-04-09\|63.95\|-2.93\|64.30\|64.79\|62.92\|607568;2026-04-10\|63.99\|0.06\|64.00\|65.77\|63.83\|584781;2026-04-13\|63.54\|-0.70\|63.17\|64.80\|63.17\|425659;2026-04-14\|68.57\|7.92\|64.26\|68.62\|63.81\|1108782;2026-04-15\|68.50\|-0.10\|68.96\|71.84\|67.60\|1179854;2026-04-16\|69.80\|1.90\|68.01\|70.70\|68.01\|751388;2026-04-17\|74.91\|7.32\|69.01\|75.29\|68.70\|1210738;2026-04-20\|77.80\|3.86\|71.67\|79.00\|71.58\|1544593;2026-04-21\|77.04\|-0.98\|77.40\|80.00\|76.46\|1146820;2026-04-22\|79.52\|3.22\|77.10\|79.97\|75.75\|1075281;2026-04-23\|83.41\|4.89\|79.69\|83.50\|76.80\|1299699;2026-04-24\|81.30\|-2.53\|83.00\|87.98\|81.18\|1494663;2026-04-27\|88.46\|8.81\|81.18\|91.00\|81.18\|1391488;2026-04-28\|87.49\|-1.10\|88.00\|90.97\|85.60\|949126;2026-04-29\|85.51\|-2.26\|87.22\|88.42\|83.20\|1025591;2026-04-30\|91.30\|6.77\|84.90\|91.98\|83.03\|1228378;2026-05-06\|97.23\|6.50\|92.00\|100.40\|91.01\|1153938;2026-05-07\|101.65\|4.55\|97.00\|103.83\|95.66\|1086433;2026-05-08\|101.35\|-0.30\|101.00\|103.18\|99.30\|858859;2026-05-11\|115.57\|14.03\|106.80\|116.60\|105.78\|1098041;2026-05-12\|109.30\|-5.43\|117.65\|118.17\|107.50\|1160880;2026-05-13\|113.70\|4.03\|108.55\|114.88\|108.55\|870221;2026-05-14\|102.51\|-9.84\|112.88\|114.88\|102.51\|1335583;2026-05-15\|99.61\|-2.83\|103.80\|104.77\|97.32\|1127994;2026-05-18\|111.75\|12.19\|102.38\|117.00\|101.50\|1327053;2026-05-19\|111.00\|-0.67\|111.97\|114.36\|108.68\|918117;2026-05-20\|112.40\|1.26\|109.58\|113.55\|107.11\|859782;2026-05-21\|109.55\|-2.54\|113.00\|118.00\|108.00\|1158602;2026-05-22\|118.98\|8.66\|106.00\|120.60\|104.06\|1144474;2026-05-25\|118.63\|-0.29\|122.00\|124.55\|113.80\|1121085;2026-05-26\|110.33\|-7.00\|115.81\|116.40\|108.69\|990439;2026-05-27\|111.98\|1.50\|113.70\|114.99\|107.01\|911888;2026-05-28\|113.68\|1.52\|109.74\|115.80\|106.98\|833303;2026-05-29\|98.65\|-13.22\|111.00\|112.48\|95.51\|1397778;2026-06-01\|91.53\|-7.22\|96.89\|98.35\|91.18\|979532;2026-06-02\|91.97\|0.48\|92.08\|93.99\|88.00\|807513;2026-06-03\|95.60\|3.95\|91.00\|99.80\|90.50\|950822;2026-06-04\|98.00\|2.51\|93.00\|98.50\|93.00\|679734;2026-06-05\|106.33\|8.50\|100.00\|108.98\|97.00\|1290149;2026-06-08\|103.65\|-2.52\|101.36\|110.18\|101.36\|1084773;2026-06-09\|103.00\|-0.63\|101.97\|104.00\|96.39\|920482;2026-06-10\|96.39\|-6.42\|100.86\|103.90\|95.30\|743686;2026-06-11\|99.28\|3.00\|96.37\|101.87\|92.68\|918558;2026-06-12\|96.86\|-2.44\|102.87\|105.00\|96.16\|940885;2026-06-15\|97.70\|0.87\|94.00\|98.99\|90.00\|989095;2026-06-16\|100.16\|2.52\|104.49\|106.80\|99.50\|1182487;2026-06-17\|105.56\|5.39\|104.66\|112.90\|103.20\|1495046;2026-06-18\|107.45\|1.79\|102.50\|110.80\|101.58\|1219061;2026-06-22\|99.32\|-7.57\|105.45\|108.78\|97.50\|1254468;2026-06-23\|95.48\|-3.87\|95.91\|98.79\|93.00\|868638;2026-06-24\|103.12\|8.00\|94.24\|104.88\|93.18\|1040595;2026-06-25\|116.73\|13.20\|103.00\|117.56\|102.30\|1559298;2026-06-26\|118.19\|1.25\|114.63\|121.40\|113.12\|1174706;2026-06-29\|116.75\|-1.22\|121.40\|129.44\|115.93\|1161661;2026-06-30\|119.25\|2.14\|117.01\|120.77\|113.75\|836134;2026-07-01\|112.16\|-5.95\|120.50\|123.36\|109.64\|1002564;2026-07-02\|101.01\|-9.94\|106.50\|108.77\|100.80\|752946;2026-07-03\|102.60\|1.57\|101.00\|107.18\|100.99\|650214;2026-07-06\|93.67\|-8.70\|102.91\|104.60\|93.38\|701867;2026-07-07\|93.40\|-0.29\|93.00\|96.60\|92.20\|453103;2026-07-08\|89.88\|-3.77\|94.80\|94.90\|89.68\|511552;2026-07-09\|99.71\|10.94\|91.02\|100.45\|87.29\|653201;2026-07-10\|99.38\|-0.33\|98.87\|109.63\|95.33\|1326124
116932	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	MLCC涨价+投资建厂+存储芯片测试行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年6月4日及6月2日互动易，鉴于市场环境变化，公司MLCC产品已实施价格调整；公司电子元器件业务产线整体产能利用率处于较高水平，伴随下游客户逐步认证放量及行业产品价格回暖，产品毛利率有望局部改善。 2、据2026年6月5日公告，公司拟联合竞买深圳市龙华区一地块，投资建设高端半导体及自动化设备研发生产基地项目，投资总额预计不超过3亿元。 3、据2026年5月15日互动易，公司2025年度在研项目包括CP及FT自动分选测试技术，拟研发面向存储芯片晶圆Die及颗粒的自动化测试分选设备，实现芯片好坏等级精准分选并定位物理损坏位置，适配DDR4/DDR5迭代需求，满足AI算力增长带动的市场测试需求。	1、公司生产的电子元器件产品主要为片式多层陶瓷电容器（MLCC），此外业务涉及PCBA插损检测设备等自动化设备； 2、公司正研发面向DDR4/DDR5存储芯片的FT/CP自动分选测试设备，满足AI算力带动的测试需求；新凯来与上海宇量昇都为公司客户	2026-03-03\|24.09\|-6.26\|25.70\|25.91\|23.98\|107545;2026-03-04\|24.20\|0.46\|24.17\|24.89\|23.74\|71438;2026-03-05\|24.26\|0.25\|24.65\|24.86\|24.03\|56463;2026-03-06\|25.22\|3.96\|24.01\|25.83\|23.91\|131997;2026-03-09\|24.40\|-3.25\|24.50\|24.50\|23.52\|119746;2026-03-10\|25.21\|3.32\|24.84\|25.26\|24.68\|80366;2026-03-11\|24.83\|-1.51\|25.28\|25.54\|24.70\|66743;2026-03-12\|23.94\|-3.58\|24.72\|24.72\|23.93\|73543;2026-03-13\|23.38\|-2.34\|23.75\|24.06\|23.31\|62955;2026-03-16\|24.26\|3.76\|23.30\|25.10\|23.09\|102758;2026-03-17\|23.50\|-3.13\|24.51\|24.60\|23.42\|84390;2026-03-18\|24.00\|2.13\|23.50\|24.00\|23.38\|62047;2026-03-19\|22.94\|-4.42\|23.55\|23.68\|22.82\|83996;2026-03-20\|22.21\|-3.18\|23.02\|23.30\|22.21\|65779;2026-03-23\|20.60\|-7.25\|21.58\|21.98\|20.35\|114668;2026-03-24\|21.59\|4.81\|21.02\|21.62\|20.66\|97001;2026-03-25\|21.78\|0.88\|21.79\|22.21\|21.60\|70021;2026-03-26\|21.06\|-3.31\|21.69\|21.88\|20.96\|49052;2026-03-27\|21.47\|1.95\|20.69\|21.59\|20.62\|48498;2026-03-30\|21.88\|1.91\|21.18\|21.98\|20.98\|60610;2026-03-31\|21.44\|-2.01\|21.88\|22.12\|21.44\|47997;2026-04-01\|21.96\|2.43\|21.99\|22.33\|21.51\|75924;2026-04-02\|21.19\|-3.51\|21.70\|21.95\|21.00\|58468;2026-04-03\|20.93\|-1.23\|21.23\|21.40\|20.80\|43093;2026-04-07\|21.31\|1.82\|21.15\|21.50\|21.12\|40758;2026-04-08\|22.76\|6.80\|21.93\|22.90\|21.83\|92947;2026-04-09\|22.62\|-0.62\|22.44\|22.90\|22.44\|56962;2026-04-10\|22.50\|-0.53\|22.74\|22.95\|22.49\|54719;2026-04-13\|23.42\|4.09\|22.34\|24.20\|22.25\|139183;2026-04-14\|24.40\|4.18\|24.45\|25.63\|23.55\|234861;2026-04-15\|24.79\|1.60\|24.11\|25.78\|23.67\|262344;2026-04-16\|24.79\|0.00\|24.34\|24.96\|23.98\|142287;2026-04-17\|25.28\|1.98\|24.60\|26.05\|24.53\|207639;2026-04-20\|25.13\|-0.59\|25.56\|25.90\|24.91\|170207;2026-04-21\|24.61\|-2.07\|24.50\|24.98\|24.46\|124667;2026-04-22\|25.17\|2.28\|24.30\|25.30\|24.30\|119146;2026-04-23\|24.40\|-3.06\|25.50\|25.67\|24.26\|105294;2026-04-24\|24.63\|0.94\|24.10\|25.19\|24.08\|109023;2026-04-27\|25.73\|4.47\|25.01\|25.86\|24.66\|176787;2026-04-28\|25.12\|-2.37\|25.48\|25.75\|24.93\|103050;2026-04-29\|24.90\|-0.88\|24.80\|25.20\|24.67\|82136;2026-04-30\|25.25\|1.41\|24.92\|25.40\|24.92\|82001;2026-05-06\|26.33\|4.28\|25.60\|26.58\|25.39\|143269;2026-05-07\|27.75\|5.39\|26.33\|28.65\|26.25\|266858;2026-05-08\|28.25\|1.80\|27.50\|28.50\|27.09\|235458;2026-05-11\|28.35\|0.35\|28.50\|28.80\|27.89\|193814;2026-05-12\|28.58\|0.81\|28.60\|29.39\|27.66\|233188;2026-05-13\|28.15\|-1.50\|27.92\|28.37\|27.71\|157086;2026-05-14\|27.71\|-1.56\|28.52\|28.66\|27.56\|149675;2026-05-15\|28.51\|2.89\|27.56\|29.36\|27.38\|220234;2026-05-18\|28.35\|-0.56\|28.00\|28.76\|27.51\|131219;2026-05-19\|30.30\|6.88\|28.07\|30.38\|27.76\|307663;2026-05-20\|36.36\|20.00\|33.04\|36.36\|32.52\|629801;2026-05-21\|35.70\|-1.82\|34.19\|37.20\|33.90\|778731;2026-05-22\|42.84\|20.00\|36.00\|42.84\|36.00\|829880;2026-05-25\|43.03\|0.44\|46.02\|46.77\|41.82\|835404;2026-05-26\|45.99\|6.88\|42.10\|46.44\|40.06\|766800;2026-05-27\|43.91\|-4.52\|45.04\|48.50\|43.73\|615087;2026-05-28\|45.51\|3.64\|45.39\|48.22\|44.52\|577067;2026-05-29\|44.34\|-2.57\|46.32\|47.99\|42.29\|625899;2026-06-01\|46.30\|4.42\|43.31\|51.31\|43.31\|684476;2026-06-02\|53.50\|15.55\|45.47\|53.76\|44.44\|712600;2026-06-03\|54.08\|1.08\|52.94\|55.04\|51.35\|621956;2026-06-04\|59.36\|9.76\|55.80\|62.88\|54.26\|610551;2026-06-05\|56.23\|-5.27\|57.00\|59.36\|54.70\|572834;2026-06-08\|50.81\|-9.64\|53.94\|55.15\|50.00\|509029;2026-06-09\|60.97\|20.00\|51.95\|60.97\|50.30\|522024;2026-06-10\|61.90\|1.53\|63.29\|64.80\|60.52\|516052;2026-06-11\|58.26\|-5.88\|60.90\|62.83\|56.91\|479295;2026-06-12\|50.87\|-12.68\|58.74\|59.34\|50.40\|572636;2026-06-15\|58.30\|14.61\|53.90\|58.40\|53.50\|541111;2026-06-16\|60.21\|3.28\|57.70\|61.86\|56.16\|567688;2026-06-17\|65.32\|8.49\|58.00\|65.38\|57.14\|572824;2026-06-18\|68.62\|5.05\|63.00\|75.18\|63.00\|542570;2026-06-22\|67.88\|-1.08\|68.00\|68.63\|64.52\|457028;2026-06-23\|70.32\|3.59\|67.72\|72.28\|66.60\|592240;2026-06-24\|74.95\|6.58\|68.93\|76.95\|68.50\|520647;2026-06-25\|84.91\|13.29\|74.63\|86.79\|69.00\|553770;2026-06-26\|73.07\|-13.94\|78.00\|79.70\|72.73\|433244;2026-06-29\|76.07\|4.11\|74.99\|78.00\|69.89\|334279;2026-06-30\|72.25\|-5.02\|73.45\|73.45\|67.00\|301816;2026-07-01\|71.02\|-1.70\|72.70\|76.18\|70.50\|269619;2026-07-02\|61.99\|-12.71\|65.75\|68.00\|60.00\|290949;2026-07-03\|58.09\|-6.29\|61.08\|62.38\|57.03\|262163;2026-07-06\|57.33\|-1.31\|60.21\|61.97\|56.00\|228100;2026-07-07\|59.77\|4.26\|57.66\|60.15\|55.66\|236734;2026-07-08\|62.80\|5.07\|60.01\|64.00\|60.01\|306265;2026-07-09\|60.20\|-4.14\|62.15\|63.00\|51.00\|408866;2026-07-10\|55.70\|-7.48\|59.81\|60.93\|55.60\|325580
116931	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	储能调频+消费电子+智能穿戴 1、据2026年5月13日机构调研，公司2026年确立“稳玻璃、强储能”双主业战略，山西偏关100MW储能调频电站已并网运营且指标领先，将推动125MW新项目在年内并网，累计规模将达225MW；公司于2026年5月成功中标山西某煤电公司合同能源管理项目，采用“超级电容+飞轮+锂电”耦合模式提供调频服务。 2、据2026年4月24日年报，公司主要从事玻璃防护屏的研发、生产和销售，产品广泛应用于智能手机、平板电脑、智能穿戴等终端，已成为京东方、三星显示等厂商的配套供应商，产品最终应用于华为、vivo、三星等知名品牌。 3、据2026年4月24日年报，公司智能穿戴类业务涉及玻璃盖板研发，已完成智能穿戴盖板玻璃肖特AS自制减薄工艺等研发项目，产品应用于智能穿戴等新一代智能终端。	1、公司于2026年5月成功中标山西某煤电公司合同能源管理项目，采用“超级电容+飞轮+锂电”耦合模式提供调频服务； 2、公司的玻璃防护屏产品在VR或AR终端上具备一定的应用场景	2026-03-03\|21.44\|-5.09\|22.60\|22.85\|21.40\|47334;2026-03-04\|20.89\|-2.57\|21.40\|21.57\|20.70\|44101;2026-03-05\|21.55\|3.16\|21.50\|21.95\|21.23\|35764;2026-03-06\|21.71\|0.74\|21.39\|21.78\|21.09\|29426;2026-03-09\|21.71\|0.00\|21.50\|21.86\|20.90\|37693;2026-03-10\|22.45\|3.41\|21.81\|22.54\|21.81\|31669;2026-03-11\|22.18\|-1.20\|22.49\|22.88\|22.18\|47867;2026-03-12\|21.80\|-1.71\|22.22\|22.25\|21.74\|20571;2026-03-13\|21.56\|-1.10\|21.72\|21.95\|21.36\|22953;2026-03-16\|21.55\|-0.05\|21.50\|21.69\|21.18\|20682;2026-03-17\|21.00\|-2.55\|21.76\|21.76\|20.92\|19770;2026-03-18\|21.87\|4.14\|21.15\|22.05\|20.98\|27052;2026-03-19\|22.60\|3.34\|21.61\|23.06\|21.22\|61509;2026-03-20\|21.70\|-3.98\|22.63\|23.02\|21.60\|46048;2026-03-23\|20.07\|-7.51\|21.20\|21.30\|19.93\|44045;2026-03-24\|21.15\|5.38\|20.80\|21.20\|20.36\|31746;2026-03-25\|21.65\|2.36\|21.35\|21.88\|21.26\|29158;2026-03-26\|21.28\|-1.71\|21.59\|21.66\|20.96\|21060;2026-03-27\|21.87\|2.77\|21.26\|22.10\|20.61\|34788;2026-03-30\|21.50\|-1.69\|21.59\|21.62\|20.92\|25252;2026-03-31\|21.01\|-2.28\|21.38\|21.63\|21.00\|24435;2026-04-01\|21.79\|3.71\|21.49\|22.12\|21.32\|29425;2026-04-02\|20.93\|-3.95\|21.64\|22.00\|20.66\|29190;2026-04-03\|20.49\|-2.10\|21.24\|21.30\|20.11\|28505;2026-04-07\|20.35\|-0.68\|20.56\|21.00\|20.21\|28554;2026-04-08\|21.41\|5.21\|20.75\|21.44\|20.74\|30555;2026-04-09\|21.02\|-1.82\|21.40\|21.40\|20.93\|25713;2026-04-10\|21.44\|2.00\|21.11\|21.83\|21.11\|29883;2026-04-13\|21.88\|2.05\|21.28\|22.16\|21.10\|45206;2026-04-14\|22.52\|2.92\|22.00\|22.99\|21.88\|45160;2026-04-15\|22.13\|-1.73\|22.72\|22.85\|22.00\|31090;2026-04-16\|22.49\|1.63\|22.12\|22.74\|21.81\|32010;2026-04-17\|22.35\|-0.62\|22.48\|22.60\|22.20\|23553;2026-04-20\|22.69\|1.52\|22.42\|23.12\|22.21\|27699;2026-04-21\|22.67\|-0.09\|22.55\|22.90\|22.39\|22730;2026-04-22\|23.07\|1.76\|22.60\|23.25\|22.46\|28445;2026-04-23\|22.49\|-2.51\|23.20\|23.20\|22.41\|31606;2026-04-24\|22.30\|-0.84\|22.49\|22.50\|21.87\|32014;2026-04-27\|23.30\|4.48\|22.35\|23.30\|22.23\|38002;2026-04-28\|22.90\|-1.72\|23.09\|23.36\|22.64\|39189;2026-04-29\|23.60\|3.06\|22.82\|24.00\|22.75\|48596;2026-04-30\|23.46\|-0.59\|23.76\|24.09\|23.33\|34312;2026-05-06\|23.34\|-0.51\|23.60\|23.70\|23.25\|46144;2026-05-07\|24.56\|5.23\|23.50\|24.84\|23.29\|71787;2026-05-08\|25.53\|3.95\|24.41\|26.16\|24.31\|88977;2026-05-11\|25.73\|0.78\|25.91\|26.25\|25.00\|61763;2026-05-12\|25.68\|-0.19\|25.67\|25.90\|24.80\|41560;2026-05-13\|26.51\|3.23\|25.68\|26.85\|25.21\|72275;2026-05-14\|25.79\|-2.72\|26.35\|26.39\|25.61\|41488;2026-05-15\|24.94\|-3.30\|25.58\|25.85\|24.82\|42095;2026-05-18\|24.42\|-2.08\|24.97\|25.24\|24.19\|40225;2026-05-19\|24.58\|0.66\|24.49\|24.70\|24.01\|33141;2026-05-20\|24.74\|0.65\|24.57\|24.90\|24.06\|32864;2026-05-21\|26.01\|5.13\|24.83\|27.30\|24.80\|136113;2026-05-22\|26.22\|0.81\|26.54\|26.84\|25.50\|121609;2026-05-25\|26.58\|1.37\|26.37\|26.98\|25.88\|82778;2026-05-26\|25.95\|-2.37\|26.32\|26.89\|25.55\|50246;2026-05-27\|25.18\|-2.97\|26.00\|26.13\|24.91\|52862;2026-05-28\|25.92\|2.94\|25.05\|26.10\|24.65\|53061;2026-05-29\|17.77\|-4.00\|18.51\|19.13\|17.58\|79301;2026-06-01\|17.51\|-1.46\|17.77\|18.79\|17.46\|76867;2026-06-02\|17.53\|0.11\|17.50\|17.88\|16.85\|68927;2026-06-03\|16.75\|-4.45\|17.50\|17.68\|16.55\|64180;2026-06-04\|16.33\|-2.51\|16.50\|17.68\|16.16\|85557;2026-06-05\|16.64\|1.90\|16.16\|17.25\|15.77\|92739;2026-06-08\|15.61\|-6.19\|17.00\|17.26\|15.58\|112639;2026-06-09\|16.01\|2.56\|15.80\|16.26\|15.27\|82234;2026-06-10\|16.00\|-0.06\|15.82\|16.58\|15.68\|72294;2026-06-11\|16.10\|0.62\|16.50\|16.80\|15.55\|75030;2026-06-12\|15.60\|-3.11\|16.30\|16.70\|15.56\|64651;2026-06-15\|15.84\|1.54\|15.68\|16.23\|15.50\|54988;2026-06-16\|16.60\|4.80\|15.83\|16.75\|15.45\|83595;2026-06-17\|16.23\|-2.23\|16.41\|17.08\|16.18\|78339;2026-06-18\|15.85\|-2.34\|16.31\|16.48\|15.84\|62170;2026-06-22\|15.65\|-1.26\|15.83\|16.00\|15.18\|77119;2026-06-23\|15.41\|-1.53\|15.50\|16.00\|15.28\|61276;2026-06-24\|15.39\|-0.13\|15.30\|15.90\|14.50\|101304;2026-06-25\|17.47\|13.52\|15.39\|17.80\|15.20\|194365;2026-06-26\|20.96\|19.98\|18.36\|20.96\|17.22\|446885;2026-06-29\|17.38\|-17.08\|19.88\|20.55\|17.26\|487201;2026-06-30\|19.40\|11.62\|18.00\|20.00\|17.80\|370517;2026-07-01\|19.38\|-0.10\|19.66\|19.99\|18.50\|276378;2026-07-02\|19.45\|0.36\|18.96\|20.12\|18.66\|211988;2026-07-03\|22.77\|17.07\|19.39\|23.34\|19.20\|360004;2026-07-06\|23.48\|3.12\|22.98\|24.39\|22.68\|278604;2026-07-07\|22.52\|-4.09\|23.37\|24.30\|22.31\|157682;2026-07-08\|21.72\|-3.55\|22.35\|23.42\|21.30\|153878;2026-07-09\|21.59\|-0.60\|21.32\|21.82\|20.54\|178566;2026-07-10\|20.60\|-4.59\|21.38\|21.76\|20.13\|166044
116930	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	半导体材料+超级电容+风电出海+央企行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月6日互动易，公司半导体封装新材料聚焦高端聚酰亚胺材料，用于IGBT等功率半导体封装领域，已打通材料研制至器件验证全链条，实现国产化闭环；据2026年3月28日年报，公司正加速推进新材料在半导体等领域的工程化应用。 2、据2026年6月5日互动易，公司风电业务新增订单中海外订单比例已超15%，持续深化与Nordex战略合作，并积极对接Vestas等海外头部整机厂商拓展新订单；据2026年4月24日机构调研，近两个季度新签订单中海外比例逐步提高且毛利率更高。 3、公司涉及超级电容概念，据2023年半年报，公司在电容隔膜材料方面已进入5G、汽车电子、新能源等高端市场并获取小批量订单；公司最终控制人为国务院国有资产监督管理委员会。	1、公司是国内稀缺的超容隔膜核心供应商，为江海股份等核心客户的上游隔膜供应商，产品性能对标日本NKK； 2、公司半导体封装新材料聚焦高端聚酰亚胺材料，用于IGBT等功率半导体封装领域，已打通材料研制至器件验证全链条，实现国产化闭环	2026-03-03\|14.07\|-3.96\|14.65\|14.83\|14.04\|162972;2026-03-04\|13.83\|-1.71\|14.07\|14.27\|13.81\|108578;2026-03-05\|14.14\|2.24\|14.08\|14.30\|14.05\|96260;2026-03-06\|14.13\|-0.07\|14.13\|14.26\|13.98\|77708;2026-03-09\|13.77\|-2.55\|14.00\|14.00\|13.47\|139700;2026-03-10\|14.07\|2.18\|13.90\|14.14\|13.88\|90958;2026-03-11\|14.33\|1.85\|14.07\|14.37\|14.03\|127993;2026-03-12\|14.74\|2.86\|14.35\|14.80\|14.14\|266070;2026-03-13\|15.05\|2.10\|15.01\|15.50\|15.01\|395191;2026-03-16\|14.97\|-0.53\|14.97\|15.22\|14.80\|261131;2026-03-17\|14.48\|-3.27\|14.77\|15.10\|14.40\|217940;2026-03-18\|14.37\|-0.76\|14.35\|14.47\|13.97\|185069;2026-03-19\|14.00\|-2.57\|14.16\|14.37\|13.92\|131518;2026-03-20\|13.73\|-1.93\|13.98\|14.35\|13.72\|182224;2026-03-23\|12.87\|-6.26\|13.54\|13.68\|12.71\|195942;2026-03-24\|13.03\|1.24\|13.11\|13.19\|12.64\|142958;2026-03-25\|13.26\|1.77\|13.26\|13.40\|13.10\|117451;2026-03-26\|12.98\|-2.11\|13.26\|13.39\|12.93\|103988;2026-03-27\|12.91\|-0.54\|12.87\|13.08\|12.78\|114026;2026-03-30\|11.92\|-7.67\|12.57\|12.58\|11.62\|404129;2026-03-31\|11.65\|-2.27\|11.79\|12.02\|11.61\|274413;2026-04-01\|11.85\|1.72\|11.88\|11.98\|11.65\|188592;2026-04-02\|11.50\|-2.95\|11.80\|11.87\|11.41\|161828;2026-04-03\|11.35\|-1.30\|11.87\|11.87\|11.28\|200970;2026-04-07\|11.21\|-1.23\|11.31\|11.35\|11.18\|161998;2026-04-08\|11.77\|5.00\|11.42\|11.78\|11.42\|196309;2026-04-09\|11.48\|-2.46\|11.65\|11.66\|11.47\|125292;2026-04-10\|11.65\|1.48\|11.55\|11.88\|11.55\|146793;2026-04-13\|11.79\|1.20\|11.60\|11.92\|11.52\|147152;2026-04-14\|11.85\|0.51\|11.89\|11.93\|11.72\|115287;2026-04-15\|11.76\|-0.76\|11.90\|11.92\|11.72\|93608;2026-04-16\|11.84\|0.68\|11.78\|11.85\|11.69\|89600;2026-04-17\|11.98\|1.18\|11.84\|12.05\|11.80\|121021;2026-04-20\|11.93\|-0.42\|11.98\|11.99\|11.80\|90846;2026-04-21\|11.85\|-0.67\|11.93\|11.93\|11.71\|85473;2026-04-22\|11.95\|0.84\|11.81\|11.96\|11.78\|82745;2026-04-23\|11.95\|0.00\|12.19\|12.60\|11.87\|183222;2026-04-24\|11.92\|-0.25\|11.89\|12.04\|11.80\|101014;2026-04-27\|11.77\|-1.26\|11.83\|11.93\|11.76\|87718;2026-04-28\|11.65\|-1.02\|11.77\|11.78\|11.56\|81100;2026-04-29\|12.00\|3.00\|11.57\|12.03\|11.57\|119924;2026-04-30\|12.01\|0.08\|12.12\|12.35\|11.86\|160868;2026-05-06\|12.24\|1.92\|12.01\|12.27\|12.00\|135330;2026-05-07\|12.30\|0.49\|12.29\|12.48\|12.28\|109903;2026-05-08\|12.49\|1.54\|12.24\|12.55\|12.21\|117930;2026-05-11\|12.67\|1.44\|12.56\|12.74\|12.49\|163631;2026-05-12\|12.35\|-2.53\|12.63\|12.63\|12.30\|124216;2026-05-13\|12.51\|1.30\|12.30\|12.54\|12.28\|96540;2026-05-14\|12.52\|0.08\|12.52\|12.88\|12.52\|184104;2026-05-15\|12.30\|-1.76\|12.50\|12.58\|12.14\|129727;2026-05-18\|12.11\|-1.54\|12.30\|12.32\|12.03\|95270;2026-05-19\|12.23\|0.99\|12.08\|12.25\|11.96\|94781;2026-05-20\|12.30\|0.57\|12.13\|12.45\|11.88\|118930;2026-05-21\|12.00\|-2.44\|12.70\|13.00\|11.97\|298897;2026-05-22\|12.88\|7.33\|12.05\|13.09\|11.86\|386155;2026-05-25\|12.66\|-1.71\|12.90\|12.95\|12.56\|192388;2026-05-26\|12.68\|0.16\|12.56\|12.70\|12.48\|164582;2026-05-27\|12.20\|-3.79\|12.64\|12.79\|12.13\|216341;2026-05-28\|12.65\|3.69\|12.19\|12.79\|12.11\|228730;2026-05-29\|12.66\|0.08\|12.68\|13.26\|12.60\|307301;2026-06-01\|12.69\|0.24\|12.58\|12.85\|12.45\|175952;2026-06-02\|12.95\|2.05\|12.65\|12.99\|12.61\|208521;2026-06-03\|12.79\|-1.24\|12.94\|13.17\|12.63\|233287;2026-06-04\|13.79\|7.82\|12.65\|14.07\|12.41\|679123;2026-06-05\|14.14\|2.54\|14.40\|14.69\|13.52\|777062;2026-06-08\|14.30\|1.13\|13.57\|14.88\|13.46\|649609;2026-06-09\|15.73\|10.00\|14.04\|15.73\|14.04\|815058;2026-06-10\|15.56\|-1.08\|15.30\|16.31\|15.26\|778887;2026-06-11\|15.23\|-2.12\|15.50\|15.70\|15.00\|497701;2026-06-12\|15.67\|2.89\|15.68\|16.00\|15.10\|560383;2026-06-15\|15.90\|1.47\|15.95\|16.59\|15.67\|755575;2026-06-16\|17.49\|10.00\|16.00\|17.49\|15.81\|989818;2026-06-17\|17.08\|-2.34\|17.47\|17.57\|16.39\|888498;2026-06-18\|16.71\|-2.17\|16.77\|17.50\|16.43\|695960;2026-06-22\|16.58\|-0.78\|16.88\|17.16\|15.97\|647439;2026-06-23\|15.93\|-3.92\|16.41\|16.84\|15.61\|566045;2026-06-24\|15.38\|-3.45\|15.63\|15.85\|15.30\|522777;2026-06-25\|16.92\|10.01\|15.60\|16.92\|15.59\|821771;2026-06-26\|15.71\|-7.15\|17.71\|17.92\|15.71\|758808;2026-06-29\|16.00\|1.85\|15.62\|16.35\|15.31\|559298;2026-06-30\|16.55\|3.44\|15.66\|16.73\|15.46\|513704;2026-07-01\|16.59\|0.24\|16.71\|17.73\|16.24\|522135;2026-07-02\|17.44\|5.12\|16.16\|18.25\|15.68\|891180;2026-07-03\|16.45\|-5.68\|17.07\|17.29\|16.00\|584069;2026-07-06\|16.00\|-2.74\|16.40\|17.17\|15.95\|452769;2026-07-07\|15.57\|-2.69\|15.90\|16.29\|15.50\|406002;2026-07-08\|14.01\|-10.02\|15.50\|15.57\|14.01\|574382;2026-07-09\|13.39\|-4.43\|13.92\|14.15\|12.98\|528787;2026-07-10\|12.62\|-5.75\|13.34\|13.57\|12.61\|486061
116929	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	MLCC+AI算力+广东国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月1日公告，公司澄清近期媒体提及的“针对代理商0402、0603芯片电阻、MLCC全线暂停接单”信息不属实，为做好部分数字系统升级及产品结构调整，公司执行部分产品暂缓接单，截至公告日已恢复接单。 2、据2026年4月21日年报，公司是国内被动电子元件行业龙头，核心产品MLCC、片式电阻器均为“国家级制造业单项冠军产品”，致力于与AI算力、智能机器人等领域客户开展技术合作，提供电子元件整体配套解决方案。 3、据2026年5月29日互动易及4月21日公告，公司“祥和工业园高端电容基地项目”已于2025年底全面建设完成，2026年4月完成结项，后续将根据规划及市场需求合理规划产能。 4、据公司公告，公司最终控制人为广东省人民政府国有资产监督管理委员会，属于国有企业。	国内被动电子元件行业龙头；公司MLCC、合金电阻、大电流电感已批量导入国内头部AI服务器及机器人客户，AI算力订单充足	2026-03-03\|23.85\|-10.00\|26.45\|26.45\|23.85\|1627051;2026-03-04\|23.90\|0.21\|23.13\|24.70\|23.09\|1118395;2026-03-05\|23.75\|-0.63\|24.57\|24.57\|23.45\|912118;2026-03-06\|23.75\|0.00\|23.75\|24.10\|22.83\|702972;2026-03-09\|23.01\|-3.12\|23.39\|23.50\|22.12\|830952;2026-03-10\|23.89\|3.82\|23.56\|24.08\|23.30\|853825;2026-03-11\|23.40\|-2.05\|23.75\|24.44\|23.30\|823294;2026-03-12\|22.50\|-3.85\|23.40\|23.50\|21.93\|852130;2026-03-13\|21.70\|-3.56\|22.24\|22.38\|21.59\|621848;2026-03-16\|21.95\|1.15\|21.70\|22.02\|21.17\|509890;2026-03-17\|22.40\|2.05\|22.09\|22.88\|21.31\|1021638;2026-03-18\|22.50\|0.45\|22.65\|22.98\|22.08\|915939;2026-03-19\|22.53\|0.13\|21.86\|22.93\|21.40\|921302;2026-03-20\|21.29\|-5.50\|22.36\|22.58\|21.16\|664262;2026-03-23\|19.58\|-8.03\|20.60\|20.80\|19.40\|788330;2026-03-24\|20.10\|2.66\|19.88\|20.16\|19.10\|607791;2026-03-25\|20.15\|0.25\|20.30\|20.65\|19.90\|541808;2026-03-26\|19.43\|-3.57\|20.05\|20.23\|19.33\|404993;2026-03-27\|19.61\|0.93\|19.00\|19.78\|18.91\|383916;2026-03-30\|19.36\|-1.27\|19.20\|19.40\|18.84\|416986;2026-03-31\|18.93\|-2.22\|19.31\|19.68\|18.90\|328188;2026-04-01\|19.52\|3.12\|19.39\|19.61\|19.23\|360394;2026-04-02\|18.62\|-4.61\|19.39\|19.40\|18.41\|385079;2026-04-03\|18.61\|-0.05\|18.72\|18.87\|18.50\|284210;2026-04-07\|18.55\|-0.32\|18.70\|18.92\|18.44\|227590;2026-04-08\|19.83\|6.90\|19.19\|20.41\|19.19\|1023888;2026-04-09\|19.73\|-0.50\|19.65\|20.03\|19.50\|450046;2026-04-10\|19.96\|1.17\|19.96\|20.33\|19.95\|558067;2026-04-13\|20.49\|2.66\|19.81\|20.68\|19.78\|552117;2026-04-14\|20.84\|1.71\|20.98\|21.14\|20.45\|608592;2026-04-15\|21.04\|0.96\|21.41\|21.80\|20.90\|754321;2026-04-16\|22.22\|5.61\|21.06\|22.40\|21.04\|922541;2026-04-17\|21.99\|-1.04\|22.00\|22.29\|21.83\|565344;2026-04-20\|22.17\|0.82\|22.01\|22.80\|21.87\|636727;2026-04-21\|22.19\|0.09\|21.66\|22.47\|21.41\|532958;2026-04-22\|22.48\|1.31\|22.00\|22.59\|21.89\|486663;2026-04-23\|22.16\|-1.42\|22.50\|22.58\|21.68\|539410;2026-04-24\|22.73\|2.57\|22.01\|23.17\|22.01\|921418;2026-04-27\|23.29\|2.46\|23.42\|23.99\|22.91\|848896;2026-04-28\|24.44\|4.94\|23.08\|24.99\|22.87\|1189713;2026-04-29\|25.28\|3.44\|23.84\|25.88\|23.58\|1146356;2026-04-30\|25.09\|-0.75\|25.51\|25.58\|24.54\|928123;2026-05-06\|24.81\|-1.12\|25.50\|25.58\|24.71\|863291;2026-05-07\|25.15\|1.37\|24.90\|25.50\|24.76\|653214;2026-05-08\|25.87\|2.86\|24.80\|26.18\|24.52\|905668;2026-05-11\|28.46\|10.01\|26.38\|28.46\|26.20\|724314;2026-05-12\|29.45\|3.48\|28.97\|29.85\|28.03\|1385176;2026-05-13\|29.57\|0.41\|28.88\|29.77\|28.60\|877356;2026-05-14\|28.21\|-4.60\|29.96\|30.20\|28.19\|747808;2026-05-15\|27.00\|-4.29\|28.30\|28.70\|26.70\|708015;2026-05-18\|29.43\|9.00\|26.77\|29.70\|26.77\|1202018;2026-05-19\|32.37\|9.99\|29.60\|32.37\|29.03\|719350;2026-05-20\|34.00\|5.04\|33.50\|34.95\|33.00\|1735898;2026-05-21\|34.20\|0.59\|34.87\|36.19\|34.01\|1336047;2026-05-22\|37.62\|10.00\|36.89\|37.62\|36.21\|313717;2026-05-25\|41.38\|9.99\|41.38\|41.38\|41.38\|87204;2026-05-26\|41.70\|0.77\|42.12\|43.50\|40.18\|2645573;2026-05-27\|44.22\|6.04\|42.00\|44.99\|41.72\|2091079;2026-05-28\|48.64\|10.00\|44.60\|48.64\|44.50\|1530833;2026-05-29\|53.03\|9.03\|51.82\|53.50\|49.55\|2295434;2026-06-01\|55.05\|3.81\|48.98\|58.26\|48.98\|2583336;2026-06-02\|59.91\|8.83\|53.48\|60.56\|52.50\|1899666;2026-06-03\|60.54\|1.05\|59.09\|61.67\|56.80\|2024524;2026-06-04\|63.50\|4.89\|58.80\|64.59\|58.80\|1678703;2026-06-05\|59.65\|-6.06\|60.00\|62.17\|57.96\|1692663;2026-06-08\|55.53\|-6.91\|58.76\|60.00\|54.55\|1699828;2026-06-09\|61.08\|9.99\|55.80\|61.08\|53.86\|1589081;2026-06-10\|59.81\|-2.08\|62.91\|63.99\|58.61\|1726186;2026-06-11\|64.30\|7.51\|60.01\|65.79\|59.50\|1831329;2026-06-12\|59.12\|-8.06\|66.50\|66.50\|57.87\|2169142;2026-06-15\|65.03\|10.00\|61.50\|65.03\|60.70\|1438221;2026-06-16\|70.61\|8.58\|68.24\|71.53\|68.00\|1795432;2026-06-17\|74.06\|4.89\|69.98\|74.09\|68.88\|1645583;2026-06-18\|74.60\|0.73\|71.50\|76.10\|71.22\|1363387;2026-06-22\|72.98\|-2.17\|74.61\|75.75\|70.33\|1566962;2026-06-23\|70.21\|-3.80\|71.41\|71.88\|66.66\|1272864;2026-06-24\|72.38\|3.09\|69.51\|73.50\|69.00\|1306556;2026-06-25\|79.62\|10.00\|73.10\|79.62\|71.00\|1450513;2026-06-26\|78.50\|-1.41\|77.50\|80.53\|77.34\|1419857;2026-06-29\|80.27\|2.25\|78.53\|84.00\|77.08\|1465205;2026-06-30\|72.24\|-10.00\|72.24\|72.24\|72.24\|447226;2026-07-01\|74.40\|2.99\|74.98\|76.80\|69.50\|1152951;2026-07-02\|66.96\|-10.00\|69.82\|71.17\|66.96\|862331;2026-07-03\|63.23\|-5.57\|65.50\|68.68\|61.27\|906756;2026-07-06\|58.50\|-7.48\|64.99\|65.78\|58.30\|815528;2026-07-07\|61.26\|4.72\|57.79\|63.00\|56.01\|819714;2026-07-08\|60.70\|-0.91\|61.87\|63.08\|57.50\|745417;2026-07-09\|64.55\|6.34\|61.89\|65.00\|59.16\|938222;2026-07-10\|60.01\|-6.89\|64.70\|66.28\|60.00\|1044727
116928	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	薄膜电容器+PET铜箔+国企行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年3月17日年报，公司主营业务为薄膜电容器及其薄膜材料的研发、生产和销售，具备行业特有的“电容器用聚丙烯光膜—金属化薄膜—薄膜电容器”一体化产业链，目前公司产品涵盖了聚丙烯薄膜、聚酯薄膜、金属化薄膜、电容器等众多品种。产品覆盖新能源汽车、风电、光伏、储能等领域。 2、据2024年1月11日互动易，公司已向多家复合铜箔厂商提供基膜样品，部分已开始小批量供货。 3、公司属于国有企业，最终控制人为铜陵市人民政府国有资产监督管理委员会。	国内领先的薄膜电容及薄膜材料生产商，拥有完整的 “电容器用薄膜 - 金属化薄膜 - 薄膜电容器” 产业链	2026-03-03\|9.96\|-7.00\|10.70\|10.79\|9.95\|486505;2026-03-04\|10.41\|4.52\|9.70\|10.75\|9.70\|589754;2026-03-05\|10.38\|-0.29\|10.58\|10.65\|10.32\|439728;2026-03-06\|10.31\|-0.67\|10.30\|10.52\|10.15\|261509;2026-03-09\|10.31\|0.00\|10.06\|10.49\|9.47\|592158;2026-03-10\|10.58\|2.62\|10.27\|10.66\|10.27\|520691;2026-03-11\|10.87\|2.74\|10.50\|11.06\|10.19\|670773;2026-03-12\|10.49\|-3.50\|10.70\|10.82\|10.42\|439160;2026-03-13\|10.18\|-2.96\|10.46\|10.53\|10.18\|311370;2026-03-16\|10.31\|1.28\|10.17\|10.36\|9.98\|247125;2026-03-17\|9.35\|-9.31\|10.45\|10.48\|9.28\|659188;2026-03-18\|9.46\|1.18\|9.35\|9.55\|9.28\|259496;2026-03-19\|8.93\|-5.60\|9.30\|9.33\|8.88\|371172;2026-03-20\|8.63\|-3.36\|9.05\|9.05\|8.62\|246252;2026-03-23\|8.09\|-6.26\|8.45\|8.52\|7.97\|289234;2026-03-24\|8.38\|3.58\|8.28\|8.39\|8.08\|221245;2026-03-25\|8.60\|2.63\|8.38\|8.72\|8.38\|218203;2026-03-26\|8.35\|-2.91\|8.60\|8.63\|8.30\|219263;2026-03-27\|8.53\|2.16\|8.20\|8.59\|8.17\|179288;2026-03-30\|9.04\|5.98\|8.40\|9.34\|8.36\|429667;2026-03-31\|8.66\|-4.20\|8.98\|9.00\|8.65\|300377;2026-04-01\|8.96\|3.46\|8.90\|9.00\|8.74\|238687;2026-04-02\|8.61\|-3.91\|8.90\|9.03\|8.53\|286998;2026-04-03\|8.40\|-2.44\|8.62\|8.68\|8.37\|155694;2026-04-07\|8.53\|1.55\|8.46\|8.59\|8.42\|138731;2026-04-08\|8.97\|5.16\|8.74\|8.98\|8.72\|257713;2026-04-09\|8.85\|-1.34\|8.88\|8.95\|8.79\|165351;2026-04-10\|8.88\|0.34\|8.93\|9.05\|8.88\|167608;2026-04-13\|9.43\|6.19\|8.81\|9.50\|8.75\|414338;2026-04-14\|9.22\|-2.23\|9.31\|9.42\|9.13\|444450;2026-04-15\|9.49\|2.93\|9.23\|9.60\|9.18\|472367;2026-04-16\|9.38\|-1.16\|9.40\|9.48\|9.24\|381711;2026-04-17\|9.33\|-0.53\|9.36\|9.48\|9.31\|245390;2026-04-20\|9.32\|-0.11\|9.34\|9.40\|9.25\|230455;2026-04-21\|9.31\|-0.11\|9.29\|9.39\|9.26\|180903;2026-04-22\|9.44\|1.40\|9.33\|9.48\|9.30\|265223;2026-04-23\|9.20\|-2.54\|9.45\|9.49\|9.18\|236085;2026-04-24\|9.20\|0.00\|9.15\|9.27\|9.13\|159292;2026-04-27\|9.26\|0.65\|9.15\|9.29\|8.71\|288041;2026-04-28\|8.90\|-3.89\|9.18\|9.22\|8.86\|199928;2026-04-29\|9.10\|2.25\|8.84\|9.17\|8.78\|171290;2026-04-30\|8.88\|-2.42\|9.09\|9.15\|8.88\|168895;2026-05-06\|9.10\|2.48\|8.94\|9.18\|8.94\|199831;2026-05-07\|9.21\|1.21\|9.11\|9.28\|9.10\|178847;2026-05-08\|9.25\|0.43\|9.16\|9.28\|9.12\|187321;2026-05-11\|9.54\|3.14\|9.43\|9.70\|9.43\|334056;2026-05-12\|9.44\|-1.05\|9.53\|9.63\|9.36\|213282;2026-05-13\|9.50\|0.64\|9.36\|9.57\|9.31\|212224;2026-05-14\|9.06\|-4.63\|9.54\|9.56\|9.06\|268323;2026-05-15\|8.85\|-2.32\|9.05\|9.18\|8.76\|228272;2026-05-18\|8.97\|1.36\|8.80\|9.02\|8.70\|158196;2026-05-19\|9.37\|4.46\|9.00\|9.38\|8.85\|323646;2026-05-20\|9.68\|3.31\|9.27\|9.77\|9.22\|519705;2026-05-21\|9.49\|-1.96\|9.81\|9.94\|9.35\|611215;2026-05-22\|10.02\|5.58\|9.57\|10.06\|9.57\|780036;2026-05-25\|10.03\|0.10\|10.02\|10.38\|9.90\|767094;2026-05-26\|10.05\|0.20\|9.90\|10.14\|9.76\|490394;2026-05-27\|9.93\|-1.19\|10.03\|10.20\|9.80\|543036;2026-05-28\|10.92\|9.97\|10.00\|10.92\|9.97\|1216163;2026-05-29\|10.60\|-2.93\|10.90\|11.11\|10.52\|1132020;2026-06-01\|10.30\|-2.83\|10.38\|10.84\|10.29\|617892;2026-06-02\|10.87\|6.36\|10.35\|10.88\|9.99\|792862;2026-06-03\|11.11\|2.21\|10.77\|11.78\|10.70\|1096333;2026-06-04\|12.22\|9.99\|10.90\|12.22\|10.83\|1503278;2026-06-05\|12.07\|-1.23\|11.85\|12.60\|11.45\|1266093;2026-06-08\|11.20\|-7.21\|11.31\|11.90\|11.06\|815551;2026-06-09\|11.70\|4.46\|11.42\|11.72\|10.97\|958815;2026-06-10\|10.70\|-8.55\|11.41\|11.41\|10.53\|939274;2026-06-11\|10.28\|-3.93\|10.33\|10.65\|10.10\|602970;2026-06-12\|9.71\|-5.54\|10.45\|10.61\|9.66\|806035;2026-06-15\|10.68\|9.99\|9.88\|10.68\|9.88\|471994;2026-06-16\|11.42\|6.93\|11.11\|11.63\|11.08\|1020976;2026-06-17\|12.56\|9.98\|11.23\|12.56\|11.23\|741672;2026-06-18\|12.20\|-2.87\|12.35\|12.57\|11.90\|1026910;2026-06-22\|12.60\|3.28\|12.20\|12.60\|12.09\|1028959;2026-06-23\|11.72\|-6.98\|12.60\|12.60\|11.60\|789217;2026-06-24\|11.81\|0.77\|11.72\|11.99\|11.44\|661721;2026-06-25\|12.99\|9.99\|11.88\|12.99\|11.29\|1100762;2026-06-26\|13.21\|1.69\|13.00\|13.54\|12.59\|1404118;2026-06-29\|13.01\|-1.51\|13.29\|13.95\|12.61\|1097373;2026-06-30\|13.95\|7.23\|12.88\|14.31\|12.57\|1184339;2026-07-01\|14.08\|0.93\|13.60\|14.08\|13.16\|1013420;2026-07-02\|12.67\|-10.01\|13.57\|13.60\|12.67\|744313;2026-07-03\|11.81\|-6.79\|12.41\|12.55\|11.77\|691958;2026-07-06\|11.36\|-3.81\|11.99\|12.02\|11.09\|553986;2026-07-07\|11.65\|2.55\|11.30\|11.86\|11.12\|549302;2026-07-08\|10.62\|-8.84\|11.50\|11.57\|10.49\|568695;2026-07-09\|11.20\|5.46\|10.96\|11.25\|10.53\|508142;2026-07-10\|10.66\|-4.82\|11.21\|11.55\|10.65\|513963
116927	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	可转债强赎+超级电容器纸+产品提价+造纸行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月24日公告，公司董事会决定行使“鹤21转债”提前赎回权利，对赎回登记日登记在册的可转债按面值加当期应计利息价格全部赎回。 2、据2026年5月27日及5月8日互动易，2026年以来公司对格拉辛纸、转印材料等多类产品实施多轮价格上调，幅度500-1000元/吨，已落地执行。 3、据2025年年报，公司参与的“超级电容器纸”行业标准已发布，电解电容器纸广泛应用于5G配套设施、工业通讯电源及汽车电子等领域。	1、公司参与的“超级电容器纸”行业标准已发布，电解电容器纸广泛应用于5G配套设施、工业通讯电源及汽车电子等领域； 2、国内特种纸行业领军企业，已开展HNB新型烟草缓释材料端的开发	2026-03-03\|24.21\|-3.00\|24.88\|25.28\|24.12\|68901;2026-03-04\|24.20\|-0.04\|24.21\|24.66\|24.00\|48555;2026-03-05\|24.22\|0.08\|24.26\|24.59\|24.08\|40915;2026-03-06\|24.56\|1.40\|24.22\|24.70\|24.14\|30245;2026-03-09\|24.09\|-1.91\|24.46\|24.46\|23.73\|70042;2026-03-10\|24.31\|0.91\|24.34\|24.44\|24.08\|23047;2026-03-11\|24.62\|1.28\|24.31\|24.70\|24.24\|37643;2026-03-12\|24.42\|-0.81\|24.60\|24.62\|24.25\|28942;2026-03-13\|24.04\|-1.56\|24.38\|24.69\|24.01\|31704;2026-03-16\|23.95\|-0.37\|24.49\|24.49\|23.60\|44028;2026-03-17\|23.32\|-2.63\|23.95\|23.97\|23.30\|39289;2026-03-18\|23.28\|-0.17\|23.32\|23.55\|22.96\|45350;2026-03-19\|22.51\|-3.31\|23.25\|23.25\|22.38\|37863;2026-03-20\|22.23\|-1.24\|22.33\|22.70\|22.20\|27691;2026-03-23\|22.52\|1.30\|21.89\|23.09\|21.89\|86432;2026-03-24\|22.57\|0.22\|23.12\|23.20\|22.11\|46709;2026-03-25\|22.87\|1.33\|22.52\|23.36\|22.44\|50794;2026-03-26\|22.78\|-0.39\|23.16\|23.21\|22.62\|23335;2026-03-27\|23.40\|2.72\|22.77\|23.40\|22.57\|33982;2026-03-30\|22.48\|-3.93\|22.94\|23.08\|22.35\|44880;2026-03-31\|22.41\|-0.31\|22.48\|22.49\|22.28\|21707;2026-04-01\|22.45\|0.18\|22.60\|22.88\|22.45\|23711;2026-04-02\|21.89\|-2.49\|22.38\|22.43\|21.80\|37200;2026-04-03\|22.05\|0.73\|21.94\|22.19\|21.81\|24046;2026-04-07\|22.04\|-0.05\|21.33\|22.22\|20.92\|43691;2026-04-08\|22.47\|1.95\|22.26\|22.75\|22.23\|57156;2026-04-09\|22.22\|-1.11\|22.37\|22.46\|21.90\|30425;2026-04-10\|22.52\|1.35\|22.46\|22.77\|22.24\|31791;2026-04-13\|22.13\|-1.73\|22.45\|22.45\|22.03\|20734;2026-04-14\|21.85\|-1.27\|22.20\|22.24\|21.71\|34737;2026-04-15\|21.66\|-0.87\|21.98\|21.99\|21.56\|32329;2026-04-16\|21.57\|-0.42\|21.43\|21.82\|21.43\|21623;2026-04-17\|21.47\|-0.46\|21.68\|21.73\|21.45\|24136;2026-04-20\|21.47\|0.00\|21.40\|21.65\|21.26\|34668;2026-04-21\|22.32\|3.96\|21.47\|22.39\|21.47\|38822;2026-04-22\|22.59\|1.21\|22.32\|22.73\|22.12\|27415;2026-04-23\|22.60\|0.04\|22.72\|22.72\|22.39\|23319;2026-04-24\|22.07\|-2.35\|22.51\|22.67\|22.06\|22943;2026-04-27\|21.97\|-0.45\|22.07\|22.28\|21.83\|22139;2026-04-28\|22.05\|0.36\|21.95\|22.25\|21.76\|27551;2026-04-29\|22.67\|2.81\|22.08\|22.70\|21.86\|47497;2026-04-30\|22.03\|-2.82\|22.55\|22.63\|21.85\|45202;2026-05-06\|22.10\|0.32\|22.05\|22.34\|21.81\|45364;2026-05-07\|22.20\|0.45\|22.32\|22.32\|21.90\|27470;2026-05-08\|22.07\|-0.59\|22.28\|22.48\|22.00\|30408;2026-05-11\|21.84\|-1.04\|22.09\|22.09\|21.65\|31895;2026-05-12\|21.59\|-1.14\|21.86\|21.86\|21.55\|22714;2026-05-13\|21.81\|1.02\|21.58\|21.89\|21.38\|26112;2026-05-14\|21.38\|-1.97\|21.81\|22.29\|21.29\|40487;2026-05-15\|21.06\|-1.50\|21.38\|21.50\|20.66\|32692;2026-05-18\|20.64\|-1.99\|21.01\|21.05\|20.44\|28451;2026-05-19\|20.92\|1.36\|20.98\|20.98\|20.63\|17696;2026-05-20\|20.99\|0.33\|20.92\|21.06\|20.67\|17849;2026-05-21\|20.74\|-1.19\|20.92\|21.34\|20.66\|26082;2026-05-22\|20.77\|0.14\|20.99\|20.99\|20.66\|27132;2026-05-25\|20.92\|0.72\|20.65\|21.00\|20.65\|22084;2026-05-26\|22.05\|5.40\|20.82\|22.59\|20.71\|80513;2026-05-27\|23.79\|7.89\|22.04\|24.13\|21.89\|162431;2026-05-28\|23.62\|-0.71\|23.80\|24.66\|22.90\|167307;2026-05-29\|22.85\|-3.26\|23.67\|23.88\|22.81\|93409;2026-06-01\|24.33\|6.48\|22.76\|24.56\|22.57\|122825;2026-06-02\|24.57\|0.99\|24.34\|25.34\|24.12\|114911;2026-06-03\|25.42\|3.46\|24.43\|25.65\|24.22\|127856;2026-06-04\|26.00\|2.28\|24.87\|26.17\|24.42\|137682;2026-06-05\|26.19\|0.73\|26.03\|26.79\|25.79\|156311;2026-06-08\|25.99\|-0.76\|25.81\|26.50\|25.35\|115658;2026-06-09\|27.06\|4.12\|25.88\|27.70\|25.87\|168658;2026-06-10\|26.82\|-0.89\|26.97\|27.18\|26.40\|78435;2026-06-11\|27.12\|1.12\|26.50\|27.68\|25.81\|147667;2026-06-12\|28.96\|6.78\|27.00\|29.83\|26.80\|309794;2026-06-15\|27.28\|-5.80\|28.39\|28.87\|26.06\|301513;2026-06-16\|29.13\|6.78\|27.00\|29.49\|26.80\|221272;2026-06-17\|29.12\|-0.03\|28.49\|29.74\|27.88\|174957;2026-06-18\|26.71\|-8.28\|29.13\|29.50\|26.71\|209032;2026-06-22\|26.96\|0.94\|26.84\|27.45\|26.21\|150077;2026-06-23\|25.04\|-7.12\|26.59\|27.58\|24.99\|197957;2026-06-24\|24.74\|-1.20\|25.50\|26.08\|24.53\|121569;2026-06-25\|27.21\|9.98\|24.95\|27.21\|24.61\|193504;2026-06-26\|26.76\|-1.65\|26.95\|27.60\|26.00\|208756;2026-06-29\|26.66\|-0.37\|26.75\|27.37\|25.61\|157949;2026-06-30\|27.01\|1.31\|26.50\|27.58\|26.19\|122179;2026-07-01\|28.45\|5.33\|27.01\|28.97\|26.00\|183704;2026-07-02\|27.55\|-0.72\|26.90\|28.95\|26.60\|182688;2026-07-03\|24.80\|-9.98\|26.77\|26.80\|24.80\|193704;2026-07-06\|23.30\|-6.05\|24.26\|24.62\|23.20\|171103;2026-07-07\|22.65\|-2.79\|23.36\|23.68\|22.57\|113944;2026-07-08\|22.05\|-2.65\|22.60\|22.71\|21.95\|85040;2026-07-09\|22.50\|2.04\|22.44\|22.69\|21.81\|78377;2026-07-10\|21.37\|-5.02\|22.43\|22.58\|21.35\|100113

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